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IWM iShares Russell 2000 ETF

Filed as ISHARES TR (RUSSELL 2000 ETF), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 3

  • 3 Owners
  • Max 0.2%
  • $3.1M
  • 1 reduce

In 2026 Q3 David Katz trimmed iShares Russell 2000 ETF.

Who owns this now

Largest portfolio weights among holders, up to 0.2% (David Katz, Matrix Asset Advisors). Not free-float ownership.

  1. David Katz Reduce 0.22%
  2. Kenneth Dedeker 0.20%

Who owns IWM

Sorted by value, long equity only, as of 2026 Q3.

History
David Katz, Matrix Asset Advisors 0.22%, was 0.24% Reduce −2.9% 9,808 $2.7M History
Kenneth Dedeker, Dedeker Financial 0.20% Hold 1,248 $347K History
Kentucky Trust Co., Kentucky Trust <0.01% Hold 6 $2K History

3 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Congress

1 member of Congress traded IWM in the last three years: 1 buy and 4 sales. 23 members listed it in 2025 annual reports.

All Congress trades
  1. John Boozman R-ARJoint Partial sale $1K–$15K May 27 filed Jun 16
  2. John Boozman R-ARJoint Partial sale $1K–$15K Jan 23 filed Feb 15
  3. John Boozman R-ARJoint Partial sale $1K–$15K Nov 21, 2025 filed Dec 8, 2025
  4. John Boozman R-ARJoint Buy $1K–$15K Aug 1, 2025 filed Sep 12, 2025
  5. John Boozman R-ARJoint Partial sale $1K–$15K Oct 9, 2024 filed Oct 18, 2024

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.