BLAIR WILLIAM & CO/IL IWM — ISHARES TR RUSSELL 2000 COM

Ownership history in BLAIR WILLIAM & CO/IL  ·  71 quarters on record

AI Ownership Summary

BLAIR WILLIAM & CO/IL reported ISHARES TR RUSSELL 2000 COM (IWM) in 71 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.55% in 2026 Q2. The latest visible filing shows IWM at 0.55% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IWM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BLAIR WILLIAM & CO/IL's position in ISHARES TR RUSSELL 2000 COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IWM was reported at 0.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.55% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IWM stock page BLAIR WILLIAM & CO/IL fund profile BLAIR WILLIAM & CO/IL full holdings
How BLAIR WILLIAM & CO/IL held IWM — position size vs. price
% of Fund (quarterly)    IWM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 701,051 +72,823 +11.6% 0.55% $210.6M 2026-08-11 $300.99
2026 Q1 ADDED — — — 628,228 +69,490 +12.4% 0.45% $155.8M 2026-05-08 $283.50
2025 Q4 ADDED — — — 558,738 +58,277 +11.6% 0.37% $137.5M 2026-02-17 $261.95
2025 Q3 ADDED — — — 500,461 +6,881 +1.4% 0.32% $121.1M 2025-11-12 $241.82
2025 Q2 REDUCED — — — 493,580 -24,873 -4.8% 0.30% $106.5M 2025-07-24 $221.25
2025 Q1 REDUCED — — — 518,453 -11,355 -2.1% 0.31% $103.4M 2025-05-09 $198.20
2024 Q4 ADDED — — — 529,808 +35,522 +7.2% 0.34% $117.1M 2025-02-12 $220.22
2024 Q3 ADDED — — — 494,286 +46,881 +10.5% 0.32% $109.2M 2024-11-12 $233.15
2024 Q2 ADDED — — — 447,405 +12,066 +2.8% 0.28% $90.8M 2024-08-12 $200.21
2024 Q1 ADDED — — — 435,339 +19,661 +4.7% 0.29% $91.6M 2024-05-09 $200.88
61 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IWM

As of 2026 Q2 — sorted by position size

TCM Advisors, LLC 3Y 71.28% Tenzing Global Management, LLC 3Y 7Y 45.11% Troluce Capital Advisors LLC 3Y 30.94% Dauntless Investment Group, LLC 28.33% FRIENDS OF THE CORNELL LAB OF ORNITHOLOGY, INC. 22.9% ARMISTICE CAPITAL, LLC 3Y 7Y 21.32% AIGH Capital Management LLC 3Y 20.89% Irenic Capital Management LP 3Y 20.57% Nantahala Capital Management, LLC 3Y 7Y 20.0% Converium Capital Inc. 19.92%

FAQ About BLAIR WILLIAM & CO/IL and IWM

These are the practical questions this page is built to answer before you even open the full history table.

How long has BLAIR WILLIAM & CO/IL reported owning IWM?

BLAIR WILLIAM & CO/IL reported IWM across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported IWM position in BLAIR WILLIAM & CO/IL's portfolio?

The largest reported portfolio weight for IWM was 0.55% in 2026 Q2.

What is the latest reported IWM position on this page?

The most recent filing on this page is 2026 Q2, when BLAIR WILLIAM & CO/IL reported 701,051 shares, equal to 0.55% of portfolio, with an estimated market value of $210.6M.

What does the chart on this IWM ownership page compare?

The chart compares BLAIR WILLIAM & CO/IL's quarterly IWM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BLAIR WILLIAM & CO/IL time their IWM position?

Based on 13F filing dates vs. subsequent IWM price moves, BLAIR WILLIAM & CO/IL correctly timed 38 out of 70 reported position changes (54%). The annualised alpha on IWM relative to SPY over the holding period was +18.0%.

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