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IWMIWM
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Position history for IEQ CAPITAL, LLCIEQ CAPITAL, LLC's holdings in ISHARES RUSSELL 2000 ETF ETF

IEQ CAPITAL, LLC holds 56,534 shares of IWM (ISHARES RUSSELL 2000 ETF ETF), worth $17M as of 2026-Q2. The position was decreased (-2.4% shares). IWM represents 0.1% of IEQ CAPITAL, LLC's portfolio.

Current Value

$17M

Current Shares

56,534

Total Value Change

+$5M

Total Shares Change

+2,296

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
56,534
-2.4%
$17M0.1%$300.45
0
2026-Q1
Increased
57,924
+6.7%
$14.4M0.1%$259.24
30
2025-Q4
Increased
54,294
+2.6%
$13.4M0.0%$248.03
29
2025-Q3
Decreased
52,937
-4.6%
$12.8M0.0%$240.81
0
2025-Q2
Decreased
55,502
-43.9%
$12M0.1%$214.15
0
2025-Q1
Increased
98,911
+71.0%
$19.7M0.2%$198.67
51
2024-Q4
Increased
57,835
+6.6%
$12.8M0.1%$218.23
36
2024-Q3
Increased
54,238
+32.0%
$12M0.1%$217.23
42

Other major holders of IWM: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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