Zuckerman Investment Group’s iShares Russell 2000 ETF IWM Stock Holding History

Zuckerman Investment Group’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	$352K	Sell	1,172 -28	-2%	-$7.87K	0.03%	110
2026 Q1	$298K	Sell	1,200 -43	-3%	-$11.1K	0.03%	115
2025 Q4	$306K	Sell	1,243 -22	-2%	-$5.41K	0.03%	108
2025 Q3	$306K	Buy	1,265 +14	+1%	+$3.21K	0.03%	124
2025 Q2	$270K	Hold	1,251	–	–	0.03%	130
2025 Q1	$250K	Buy	1,251 +6	+0.5%	+$1.3K	0.03%	141
2024 Q4	$279K	Hold	1,245	–	–	0.03%	132
2024 Q3	$275K	Hold	1,245	–	–	0.03%	125
2024 Q2	$253K	Hold	1,245	–	–	0.03%	127
2024 Q1	$262K	Buy	1,245 +10	+0.8%	+$2K	0.03%	122
2023 Q4	$248K	Sell	1,235 -190	-13%	-$34K	0.03%	113
2023 Q3	$252K	Buy	1,425 +150	+12%	+$28.2K	0.04%	111
2023 Q2	$239K	Hold	1,275	–	–	0.03%	110
2023 Q1	$227K	Hold	1,275	–	–	0.03%	106
2022 Q4	$222K	Hold	1,275	–	–	0.04%	116
2022 Q3	$210K	Hold	1,275	–	–	0.04%	107
2022 Q2	$216K	Hold	1,275	–	–	0.04%	95
2022 Q1	$262K	Hold	1,275	–	–	0.04%	93
2021 Q4	$284K	Hold	1,275	–	–	0.04%	93
2021 Q3	$279K	Hold	1,275	–	–	0.05%	98
2021 Q2	$292K	Hold	1,275	–	–	0.05%	98
2021 Q1	$282K	Buy	1,275 +20	+2%	+$4.37K	0.05%	93
2020 Q4	$246K	Buy	+1,255	New	+$220K	0.05%	77

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

Zuckerman Investment Group's IWM Position: Q2 2026 in Review

Zuckerman Investment Group reduced its iShares Russell 2000 ETF (IWM) stake by 2.3% in Q2 2026, selling an estimated $7.87K and leaving 1,172 shares worth $352K. The position accounts for 0.03% of the portfolio, ranked #110.

Zuckerman Investment Group first reported a position in IWM in Q4 2020 and has held it in 23 quarters since. 2,731 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Zuckerman Investment Group held 1,172 shares of iShares Russell 2000 ETF worth $352K as of Q2 2026.
Zuckerman Investment Group sold 28 iShares Russell 2000 ETF shares in Q2 2026, an estimated $7.87K.
iShares Russell 2000 ETF made up 0.03% of Zuckerman Investment Group's portfolio in Q2 2026, its #110 holding.
Zuckerman Investment Group first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 23 quarters since.
2,731 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Zuckerman Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.