IWM (IWM)
What changed in recent filings
- Institutions — 3 new · 1 added · 1 reduced13F · as of end of 2026 Q2
What changed in recent SEC filings — factual, not a buy/sell recommendation.
Institutions holding IWM
How many of the institutions we track reported holding this stock, quarter by quarter.
2019 Q3: 1 → 2026 Q2: 5 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold IWM
Institutions we track that reported holding this stock in their most recent 13F.
- Tudor Investment Corp0.48% of portfolio · since 2024 Q3
- Point72 Asset Management0.01% of portfolio · since 2025 Q4
- Moore Capital ManagementNew this quarter0.06% of portfolio · since 2026 Q2
- Blackstone0.11% of portfolio · held as of 2026 Q2 or earlier
- Harris Associates (Oakmark)under 0.01% of portfolio · held as of 2026 Q2 or earlier
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
Company overview
A US small-cap ETF tracking the Russell 2000. It diversifies across small/mid growth companies, the leading small-cap benchmark.
IWM on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the sector average
IWM FAQ
What is IWM (IWM)?
A US small-cap ETF tracking the Russell 2000. It diversifies across small/mid growth companies, the leading small-cap benchmark.
Where can I analyze IWM (IWM) stock?
On Stocklore you can see IWM's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.