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Algert Global’s iShares Russell 2000 ETF IWM Stock Holding History

Algert Global’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
Q2 		$5.71M Buy
19,000
+7,856
+70% +$2.21M 0.07% 475
2026
Q1 		$2.76M Sell
11,144
-11,563
-51% -$2.98M 0.04% 618
2025
Q4 		$5.59M Buy
22,707
+13,909
+158% +$3.42M 0.09% 392
2025
Q3 		$2.13M Sell
8,798
-647
-7% -$148K 0.04% 670
2025
Q2 		$2.04M Sell
9,445
-8,171
-46% -$1.64M 0.04% 627
2025
Q1 		$3.51M Buy
17,616
+8,030
+84% +$1.74M 0.09% 401
2024
Q4 		$2.12M Sell
9,586
-3,190
-25% -$727K 0.05% 586
2024
Q3 		$2.82M Buy
12,776
+2,739
+27% +$586K 0.08% 444
2024
Q2 		$2.04M Buy
+10,037
New +$2.03M 0.07% 461
2024
Q1 		– Sell
-16,399
Closed -$3.29M – 1170
2023
Q4 		$3.29M Buy
+16,399
New +$2.94M 0.13% 259
2023
Q2 		– Sell
-2,047
Closed -$365K – 1165
2023
Q1 		$365K Sell
2,047
-3,866
-65% -$712K 0.02% 900
2022
Q4 		$1.03M Buy
+5,913
New +$1.05M 0.06% 558
2022
Q3 		– Sell
-2,009
Closed -$340K – 1240
2022
Q2 		$340K Sell
2,009
-713
-26% -$131K 0.03% 883
2022
Q1 		$559K Buy
2,722
+465
+21% +$94.9K 0.04% 767
2021
Q4 		$502K Buy
2,257
+1,008
+81% +$228K 0.06% 531
2021
Q3 		$273K Buy
+1,249
New +$277K 0.04% 790
2021
Q2 		– Sell
-1,409
Closed -$311K – 475
2021
Q1 		$311K Sell
1,409
-3,407
-71% -$744K 0.1% 295
2020
Q4 		$944K Buy
+4,816
New +$843K 0.27% 141
2020
Q3 		– Sell
-5,508
Closed -$789K – 447
2020
Q2 		$789K Buy
+5,508
New +$723K 0.27% 136
2020
Q1 		– Sell
-2,457
Closed -$407K – 465
2019
Q4 		$407K Buy
+2,457
New +$388K 0.12% 227
2019
Q2 		– Sell
-2,381
Closed -$365K – 368
2019
Q1 		$365K Sell
2,381
-1,519
-39% -$228K 0.21% 163
2018
Q4 		$522K Buy
+3,900
New +$582K 0.15% 216
2017
Q4 		– Sell
-1,824
Closed -$270K – 328
2017
Q3 		$270K Buy
+1,824
New +$257K 0.06% 266

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Algert Global's IWM Position: Q2 2026 in Review

Algert Global increased its iShares Russell 2000 ETF (IWM) stake by 70% in Q2 2026, buying an estimated $2.21M and bringing the position to 19,000 shares worth $5.71M. The position accounts for 0.07% of the portfolio, ranked #475.

Algert Global first reported a position in IWM in Q3 2017 and has held it in 23 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Algert Global held 19,000 shares of iShares Russell 2000 ETF worth $5.71M as of Q2 2026.
  • Algert Global bought 7,856 iShares Russell 2000 ETF shares in Q2 2026, an estimated $2.21M.
  • iShares Russell 2000 ETF made up 0.07% of Algert Global's portfolio in Q2 2026, its #475 holding.
  • Algert Global first reported a position in iShares Russell 2000 ETF in Q3 2017 and has held it in 23 quarters since.
  • 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.