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Williams Jones Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Williams Jones Wealth Management’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
Q1 		$5.95M Buy
23,974
+890
+4% +$230K 0.07% 124
2025
Q4 		$5.68M Sell
23,084
-290
-1% -$71.3K 0.06% 128
2025
Q3 		$5.66M Buy
23,374
+2,115
+10% +$485K 0.06% 127
2025
Q2 		$4.59M Sell
21,259
-1,473
-6% -$296K 0.05% 137
2025
Q1 		$4.53M Sell
22,732
-357
-2% -$77.4K 0.06% 136
2024
Q4 		$5.1M Sell
23,089
-976
-4% -$223K 0.06% 132
2024
Q3 		$5.32M Sell
24,065
-184
-0.8% -$39.4K 0.06% 134
2024
Q2 		$4.92M Sell
24,249
-599
-2% -$121K 0.06% 135
2024
Q1 		$5.23M Sell
24,848
-2,852
-10% -$569K 0.07% 127
2023
Q4 		$5.56M Sell
27,700
-2,180
-7% -$391K 0.08% 124
2023
Q3 		$5.28M Buy
29,880
+570
+2% +$107K 0.08% 126
2023
Q2 		$5.49M Sell
29,310
-735
-2% -$131K 0.08% 130
2023
Q1 		$5.36M Buy
30,045
+100
+0.3% +$18.4K 0.08% 132
2022
Q4 		$5.22M Sell
29,945
-156
-0.5% -$27.7K 0.09% 136
2022
Q3 		$4.96M Sell
30,101
-857
-3% -$156K 0.09% 138
2022
Q2 		$5.24M Sell
30,958
-1,056
-3% -$195K 0.08% 142
2022
Q1 		$6.57M Sell
32,014
-557
-2% -$114K 0.09% 129
2021
Q4 		$7.25M Buy
32,571
+1,042
+3% +$235K 0.09% 119
2021
Q3 		$6.9M Buy
31,529
+709
+2% +$157K 0.1% 122
2021
Q2 		$7.07M Buy
30,820
+1,028
+3% +$231K 0.1% 121
2021
Q1 		$6.58M Buy
29,792
+864
+3% +$189K 0.1% 124
2020
Q4 		$5.67M Buy
28,928
+6,340
+28% +$1.11M 0.09% 121
2020
Q3 		$3.38M Sell
22,588
-2,446
-10% -$368K 0.06% 141
2020
Q2 		$3.58M Buy
25,034
+4,259
+21% +$559K 0.07% 128
2020
Q1 		$2.38M Sell
20,775
-2,572
-11% -$383K 0.06% 132
2019
Q4 		$3.87M Sell
23,347
-2,989
-11% -$472K 0.07% 134
2019
Q3 		$3.99M Buy
+26,336
New +$4.02M 0.08% 127

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Williams Jones Wealth Management's IWM Position: Q1 2026 in Review

Williams Jones Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 3.9% in Q1 2026, buying an estimated $230K and bringing the position to 23,974 shares worth $5.95M. The position accounts for 0.07% of the portfolio, ranked #124.

Williams Jones Wealth Management first reported a position in IWM in Q3 2019 and has held it in 27 quarters since. The position peaked at $7.25M in Q4 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Williams Jones Wealth Management held 23,974 shares of iShares Russell 2000 ETF worth $5.95M as of Q1 2026.
  • Williams Jones Wealth Management bought 890 iShares Russell 2000 ETF shares in Q1 2026, an estimated $230K.
  • iShares Russell 2000 ETF made up 0.07% of Williams Jones Wealth Management's portfolio in Q1 2026, its #124 holding.
  • Williams Jones Wealth Management first reported a position in iShares Russell 2000 ETF in Q3 2019 and has held it in 27 quarters since.
  • Williams Jones Wealth Management's iShares Russell 2000 ETF position peaked at $7.25M in Q4 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.