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Wilmington Savings Fund Society’s iShares Russell 2000 ETF IWM Stock Holding History

Wilmington Savings Fund Society’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 		$30M Buy
99,751
+50
+0.1% +$14.1K 0.67% 37
2026
Q1 		$24.7M Buy
99,701
+15,540
+18% +$4.01M 0.59% 44
2025
Q4 		$20.7M Sell
84,161
-1,931
-2% -$475K 0.49% 51
2025
Q3 		$20.8M Sell
86,092
-27,104
-24% -$6.22M 0.5% 49
2025
Q2 		$24.4M Sell
113,196
-5,778
-5% -$1.16M 0.43% 51
2025
Q1 		$23.7M Sell
118,974
-3,217
-3% -$698K 0.44% 54
2024
Q4 		$27M Buy
122,191
+13,899
+13% +$3.17M 0.49% 49
2024
Q3 		$23.9M Buy
108,292
+41,173
+61% +$8.81M 0.43% 52
2024
Q2 		$13.6M Sell
67,119
-1,256
-2% -$254K 0.52% 48
2024
Q1 		$14.4M Buy
+68,375
New +$13.6M 0.55% 48
2023
Q3 		$13.2M Sell
74,898
-1,891
-2% -$355K 0.58% 43
2023
Q2 		$14.4M Sell
76,789
-4,010
-5% -$715K 0.6% 40
2023
Q1 		$14.4M Sell
80,799
-2,539
-3% -$467K 0.64% 41
2022
Q4 		$14.5M Buy
83,338
+1,191
+1% +$212K 0.66% 39
2022
Q3 		$13.5M Sell
82,147
-2,071
-2% -$378K 0.66% 38
2022
Q2 		$14.3M Sell
84,218
-5,001
-6% -$922K 0.66% 38
2022
Q1 		$18.3M Sell
89,219
-5,133
-5% -$1.05M 0.72% 33
2021
Q4 		$21M Sell
94,352
-196
-0.2% -$44.3K 0.75% 31
2021
Q3 		$20.7M Sell
94,548
-638
-0.7% -$141K 0.8% 29
2021
Q2 		$21.8M Sell
95,186
-8,498
-8% -$1.91M 0.83% 28
2021
Q1 		$22.9M Sell
103,684
-2,876
-3% -$628K 0.92% 28
2020
Q4 		$20.9M Sell
106,560
-1,001
-0.9% -$175K 0.88% 29
2020
Q3 		$16.1M Sell
107,561
-6,775
-6% -$1.02M 0.75% 38
2020
Q2 		$16.4M Sell
114,336
-19,754
-15% -$2.59M 0.8% 36
2020
Q1 		$15.3M Buy
134,090
+3,343
+3% +$498K 0.9% 30
2019
Q4 		$21.7M Sell
130,747
-615
-0.5% -$97.2K 1.1% 23
2019
Q3 		$19.9M Sell
131,362
-4,675
-3% -$714K 1.08% 23
2019
Q2 		$21.2M Sell
136,037
-13,118
-9% -$2.02M 1.14% 21
2019
Q1 		$22.8M Sell
149,155
-4,473
-3% -$672K 1.24% 17
2018
Q4 		$20.6M Buy
153,628
+6,152
+4% +$918K 1.25% 16
2018
Q3 		$24.9M Sell
147,476
-4,055
-3% -$685K 1.31% 16
2018
Q2 		$24.8M Sell
151,531
-6,887
-4% -$1.1M 1.38% 13
2018
Q1 		$24.1M Sell
158,418
-16,008
-9% -$2.47M 1.38% 14
2017
Q4 		$26.6M Sell
174,426
-14,018
-7% -$2.11M 1.45% 11
2017
Q3 		$27.9M Sell
188,444
-4,158
-2% -$585K 1.6% 11
2017
Q2 		$27.1M Sell
192,602
-8,406
-4% -$1.16M 1.61% 11
2017
Q1 		$27.6M Sell
201,008
-7,945
-4% -$1.09M 1.67% 12
2016
Q4 		$28.2M Sell
208,953
-3,830
-2% -$489K 1.77% 8
2016
Q3 		$26.4M Sell
212,783
-11,977
-5% -$1.46M 1.66% 10
2016
Q2 		$25.8M Sell
224,760
-5,118
-2% -$577K 1.64% 11
2016
Q1 		$25.4M Sell
229,878
-3,834
-2% -$397K 1.63% 11
2015
Q4 		$26.3M Sell
233,712
-4,203
-2% -$485K 1.65% 9
2015
Q3 		$26M Sell
237,915
-7,224
-3% -$857K 1.66% 8
2015
Q2 		$30.6M Sell
245,139
-3,233
-1% -$404K 1.78% 6
2015
Q1 		$30.9M Buy
248,372
+3,200
+1% +$386K 1.76% 7
2014
Q4 		$29.3M Buy
245,172
+13,173
+6% +$1.51M 1.65% 6
2014
Q3 		$25.4M Sell
231,999
-5,322
-2% -$609K 1.44% 9
2014
Q2 		$28.2M Buy
237,321
+1,912
+0.8% +$217K 1.55% 7
2014
Q1 		$27.4M Sell
235,409
-4,021
-2% -$464K 1.53% 8
2013
Q4 		$27.6M Sell
239,430
-6,106
-2% -$674K 1.55% 7
2013
Q3 		$26.2M Buy
245,536
+3,279
+1% +$339K 1.61% 6
2013
Q2 		$23.5M Buy
+242,257
New +$23.1M 1.52% 8

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Wilmington Savings Fund Society's IWM Position: Q2 2026 in Review

Wilmington Savings Fund Society increased its iShares Russell 2000 ETF (IWM) stake by 0.05% in Q2 2026, buying an estimated $14.1K and bringing the position to 99,751 shares worth $30M. The position accounts for 0.67% of the portfolio, ranked #37.

Wilmington Savings Fund Society first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $30.9M in Q1 2015. 1,047 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Wilmington Savings Fund Society held 99,751 shares of iShares Russell 2000 ETF worth $30M as of Q2 2026.
  • Wilmington Savings Fund Society bought 50 iShares Russell 2000 ETF shares in Q2 2026, an estimated $14.1K.
  • iShares Russell 2000 ETF made up 0.67% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #37 holding.
  • Wilmington Savings Fund Society first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
  • Wilmington Savings Fund Society's iShares Russell 2000 ETF position peaked at $30.9M in Q1 2015.
  • 1,047 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.