AllianceBernstein
IWM icon

AllianceBernstein’s iShares Russell 2000 ETF IWM Stock Holding History

AllianceBernstein’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
2016
Q3 		– Sell
-260,800
Closed -$30M – 2982
2016
Q2 		$30M Buy
+260,800
New +$29.4M 0.03% 562
2014
Q4 		– Sell
-420,400
Closed -$46M – 3442
2014
Q3 		$46M Buy
420,400
+188,800
+82% +$21.6M 0.04% 486
2014
Q2 		$27.5M Buy
+231,600
New +$26.3M 0.02% 614

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

AllianceBernstein's IWM Position: Q1 2026 in Review

AllianceBernstein reduced its iShares Russell 2000 ETF (IWM) stake by 39% in Q1 2026, selling an estimated $91.3M and leaving 544,591 shares worth $134M. The position accounts for 0.04% of the portfolio, ranked #294.

AllianceBernstein first reported a position in IWM in Q2 2013 and has held it in 51 quarters since. The position peaked at $718M in Q1 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • AllianceBernstein held 544,591 shares of iShares Russell 2000 ETF worth $134M as of Q1 2026.
  • AllianceBernstein sold 353,902 iShares Russell 2000 ETF shares in Q1 2026, an estimated $91.3M.
  • iShares Russell 2000 ETF made up 0.04% of AllianceBernstein's portfolio in Q1 2026, its #294 holding.
  • AllianceBernstein first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 51 quarters since.
  • AllianceBernstein's iShares Russell 2000 ETF position peaked at $718M in Q1 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on AllianceBernstein's 13F filing for Q1 2026, filed 15 May 2026.