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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
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% 587
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Algert Global's IWM Position: Q1 2026 in Review

Algert Global reduced its iShares Russell 2000 ETF (IWM) stake by 51% in Q1 2026, selling an estimated $2.98M and leaving 11,144 shares worth $2.76M. The position accounts for 0.04% of the portfolio, ranked #618.

Algert Global first reported a position in IWM in Q3 2017 and has held it in 22 quarters since. The position peaked at $5.59M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Algert Global held 11,144 shares of iShares Russell 2000 ETF worth $2.76M as of Q1 2026.
  • Algert Global sold 11,563 iShares Russell 2000 ETF shares in Q1 2026, an estimated $2.98M.
  • iShares Russell 2000 ETF made up 0.04% of Algert Global's portfolio in Q1 2026, its #618 holding.
  • Algert Global first reported a position in iShares Russell 2000 ETF in Q3 2017 and has held it in 22 quarters since.
  • Algert Global's iShares Russell 2000 ETF position peaked at $5.59M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Algert Global's 13F filing for Q1 2026, filed 14 May 2026.