IWM ISHARES TR RUSSELL 2000

Ownership history in HighTower Advisors, LLC  ·  116 quarters on record

AI Ownership Summary

HighTower Advisors, LLC reported ISHARES TR RUSSELL 2000 (IWM) in 116 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.26% in 2023 Q4. The latest visible filing shows IWM at 0.16% 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 HighTower Advisors, LLC's position in ISHARES TR RUSSELL 2000, 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
2025 Q4

IWM was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2023 Q4

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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.

How HighTower Advisors, LLC held IWM — position size vs. price
% of Fund (quarterly)    IWM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 23 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 590,250 -16,142 -2.7% 0.16% $145.3M 2026-02-14 (Est.) $262.49
2025 Q3 ADDED 606,392 +513,892 +555.6% 0.17% $146.7M 2025-11-07 $240.37
2025 Q3 REDUCED 92,500 -452,719 -83.0% 0.00% $148K 2025-11-07 $240.37
2025 Q2 ADDED 545,219 +543,719 +36247.9% 0.15% $117.7M 2025-08-11 $218.52
2025 Q2 REDUCED 1,500 -9,300 -86.1% 0.00% $4K 2025-08-11 $218.52
2025 Q2 REDUCED 10,800 -560,229 -98.1% 0.00% $15K 2025-08-11 $218.52
2025 Q1 ADDED 571,029 +565,829 +10881.3% 0.15% $113.9M 2025-05-13 $206.41
2025 Q1 ADDED 5,200 +4,000 +333.3% 0.00% $69K 2025-05-13 $206.41
2025 Q1 REDUCED 1,200 -131,600 -99.1% 0.00% $2K 2025-05-13 $206.41
2024 Q4 REDUCED 132,800 -590,094 -81.6% 0.00% $233K 2025-02-07 $223.09
2024 Q4 ADDED 722,894 +720,394 +28815.8% 0.22% $159.7M 2025-02-07 $223.09
2024 Q4 REDUCED 2,500 -32,900 -92.9% 0.00% $13 2025-02-07 $223.09
2024 Q3 ADDED 35,400 +32,700 +1211.1% 0.00% $78K 2024-11-14 $228.28
2024 Q3 REDUCED 2,700 -638,823 -99.6% 0.00% $2K 2024-11-14 $228.28
2024 Q3 REDUCED 641,523 -14,397 -2.2% 0.20% $141.7M 2024-11-14 $228.28
2024 Q2 ADDED 655,920 +645,420 +6146.9% 0.21% $133.0M 2024-08-13 $203.99
2024 Q2 REDUCED 10,500 -14,200 -57.5% 0.00% $17K 2024-08-13 $203.99
2024 Q1 REDUCED 24,700 -663,532 -96.4% 0.00% $17K 2024-05-06 $200.04
2024 Q1 REDUCED 688,232 -71,671 -9.4% 0.23% $144.7M 2024-05-06 $200.04
2023 Q4 ADDED 759,903 +721,203 +1863.6% 0.26% $152.4M 2024-02-12 $198.02
2023 Q4 REDUCED 38,700 -543,887 -93.4% 0.00% $72K 2024-02-12 $198.02
2023 Q3 ADDED 582,587 +581,643 +61614.7% 0.19% $103.0M 2023-11-08 $165.13
2023 Q3 ADDED 944 +461 +95.4% 0.00% $308K 2023-11-08 $165.13
93 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About HighTower Advisors, LLC and IWM

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

How long has HighTower Advisors, LLC reported owning IWM?

HighTower Advisors, LLC reported IWM across 23 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported IWM position in HighTower Advisors, LLC's portfolio?

The largest reported portfolio weight for IWM was 0.26% in 2023 Q4.

What is the latest reported IWM position on this page?

The most recent filing on this page is 2025 Q4, when HighTower Advisors, LLC reported 590,250 shares, equal to 0.16% of portfolio, with an estimated market value of $145.3M.

What does the chart on this IWM ownership page compare?

The chart compares HighTower Advisors, LLC'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.

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