William John Sempolinski’s iShares Russell 2000 ETF IWM Stock Holding History

William John Sempolinski’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.3M	Buy	4,688 +20	+0.4%	+$5.87K	0.5%	41
2026 Q2	$1.4M	Sell	4,668 -150	-3%	-$42.2K	0.57%	40
2026 Q1	$1.19M	Buy	4,818 +25	+0.5%	+$6.45K	0.6%	37
2025 Q4	$1.18M	Buy	+4,793	New	+$1.18M	0.58%	36

Other funds holding IWM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

William John Sempolinski's IWM Position: Q3 2026 in Review

William John Sempolinski increased its iShares Russell 2000 ETF (IWM) stake by 0.43% in Q3 2026, buying an estimated $5.87K and bringing the position to 4,688 shares worth $1.3M. The position accounts for 0.5% of the portfolio, ranked #41.

William John Sempolinski first reported a position in IWM in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.4M in Q2 2026. 2,379 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

William John Sempolinski held 4,688 shares of iShares Russell 2000 ETF worth $1.3M as of Q3 2026.
William John Sempolinski bought 20 iShares Russell 2000 ETF shares in Q3 2026, an estimated $5.87K.
iShares Russell 2000 ETF made up 0.5% of William John Sempolinski's portfolio in Q3 2026, its #41 holding.
William John Sempolinski first reported a position in iShares Russell 2000 ETF in Q4 2025 and has held it in 4 quarters since.
William John Sempolinski's iShares Russell 2000 ETF position peaked at $1.4M in Q2 2026.
2,379 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on William John Sempolinski's 13F filing for Q3 2026, filed 20 Oct 2026.