Alkeon Capital Management
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Alkeon Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Alkeon Capital Management’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
-179,500
Closed -$44.2M – 111
2025
Q4 		$44.2M Buy
+179,500
New +$44.1M 0.07% 91

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Goldman Sachs
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BlackRock
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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

Alkeon Capital Management's IWM Position: Q1 2026 in Review

Alkeon Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 179,500 shares — an estimated $44.2M sold.

Alkeon Capital Management first reported a position in IWM in Q4 2025 and held it in 1 quarter. The position peaked at $44.2M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Alkeon Capital Management reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
  • Alkeon Capital Management sold 179,500 iShares Russell 2000 ETF shares in Q1 2026, an estimated $44.2M.
  • Alkeon Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2025 and held it in 1 quarter.
  • Alkeon Capital Management's iShares Russell 2000 ETF position peaked at $44.2M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Alkeon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.