iShares Russell 2000 ETF
IWM
Source: the SEC Form 13F filings of the managers we follow, latest for mostly Q2 2026. How we use them
Value held
$3.3m
Combined value at quarter end
Last quarter
1 bought
2 sold or trimmed
Price at Q2 ’26 end
$300.45
+21.1% in the quarter
Share price change by quarter
0.0%Q4 ’24
-9.7%Q1 ’25
+8.2%Q2 ’25
+12.2%Q3 ’25
+1.7%Q4 ’25
+0.7%Q1 ’26
+21.1%Q2 ’26
Managers holding it, by quarter
3Q4 ’23
3Q1 ’24
2Q2 ’24
3Q3 ’24
3Q4 ’24
5Q1 ’25
3Q2 ’25
2Q3 ’25
4Q4 ’25
3Q1 ’26
3Q2 ’26
Who holds it
| Matrix Asset Advisors | 0.2%$2.7m | Trimmed −2.9% |
| Harris Associates (Oakmark) | 0.0%$160k | Unchanged |
| Mairs & Power | 0.0%$453k | New |
Sold out last quarter
- Durable Capital Partners in Q2 2026