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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
Q2 		$7.27M Buy
24,196
+222
+0.9% +$62.4K 0.08% 121
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Williams Jones Wealth Management's IWM Position: Q2 2026 in Review

Williams Jones Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 0.93% in Q2 2026, buying an estimated $62.4K and bringing the position to 24,196 shares worth $7.27M. The position accounts for 0.08% of the portfolio, ranked #121.

Williams Jones Wealth Management first reported a position in IWM in Q3 2019 and has held it in 28 quarters since. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Williams Jones Wealth Management held 24,196 shares of iShares Russell 2000 ETF worth $7.27M as of Q2 2026.
  • Williams Jones Wealth Management bought 222 iShares Russell 2000 ETF shares in Q2 2026, an estimated $62.4K.
  • iShares Russell 2000 ETF made up 0.08% of Williams Jones Wealth Management's portfolio in Q2 2026, its #121 holding.
  • Williams Jones Wealth Management first reported a position in iShares Russell 2000 ETF in Q3 2019 and has held it in 28 quarters since.
  • 2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.