WS Management’s iShares Russell 2000 ETF IWM Stock Holding History

WS 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	$22.5M	Hold	75,000	–	–	1.97%	16
2026 Q1	$18.6M	Buy	+75,000	New	+$19.3M	1.64%	22
2016 Q4	–	Sell	-50,000	Closed	-$6.21M	–	74
2016 Q3	$6.21M	Buy	+50,000	New	+$6.08M	0.24%	65
2014 Q4	–	Sell	-50,000	Closed	-$5.47M	–	86
2014 Q3	$5.47M	Buy	+50,000	New	+$5.72M	0.18%	54
2014 Q1	–	Sell	-300,000	Closed	-$34.6M	–	66
2013 Q4	$34.6M	Buy	300,000 +35,000	+13%	+$3.87M	1.15%	25
2013 Q3	$28.3M	Buy	+265,000	New	+$27.4M	0.98%	29

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WS Management's IWM Position: Q2 2026 in Review

WS Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 75,000 shares worth $22.5M. The position accounts for 1.97% of the portfolio, ranked #16.

WS Management first reported a position in IWM in Q3 2013 and has held it in 6 quarters since. The position peaked at $34.6M in Q4 2013. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

WS Management held 75,000 shares of iShares Russell 2000 ETF worth $22.5M as of Q2 2026.
WS Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 1.97% of WS Management's portfolio in Q2 2026, its #16 holding.
WS Management first reported a position in iShares Russell 2000 ETF in Q3 2013 and has held it in 6 quarters since.
WS Management's iShares Russell 2000 ETF position peaked at $34.6M in Q4 2013.
2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on WS Management's 13F filing for Q2 2026, filed 14 Aug 2026.