Advisory Research’s iShares Russell 2000 ETF IWM Stock Holding History

Advisory Research’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-5,364	Closed	-$1.32M	–	146
2025 Q4	$1.32M	Buy	+5,364	New	+$1.32M	0.17%	93
2024 Q1	–	Sell	-11,659	Closed	-$2.34M	–	240
2023 Q4	$2.34M	Buy	+11,659	New	+$2.09M	0.36%	73
2023 Q1	–	Sell	-30,811	Closed	-$5.37M	–	382
2022 Q4	$5.37M	Buy	+30,811	New	+$5.48M	0.51%	42
2017 Q4	–	Sell	-1,850	Closed	-$274K	–	424
2017 Q3	$274K	Buy	+1,850	New	+$260K	﹤0.01%	400

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Advisory Research's IWM Position: Q1 2026 in Review

Advisory Research sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 5,364 shares — an estimated $1.32M sold.

Advisory Research first reported a position in IWM in Q3 2017 and held it in 4 quarters. The position peaked at $5.37M in Q4 2022. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Advisory Research reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
Advisory Research sold 5,364 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.32M.
Advisory Research first reported a position in iShares Russell 2000 ETF in Q3 2017 and held it in 4 quarters.
Advisory Research's iShares Russell 2000 ETF position peaked at $5.37M in Q4 2022.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Advisory Research's 13F filing for Q1 2026, filed 14 May 2026.