Allie Family Office’s iShares Russell 2000 ETF IWM Stock Holding History

Allie Family Office’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	$1.52M	Sell	6,118 -1,538	-20%	-$397K	0.66%	26
2025 Q4	$1.88M	Hold	7,656	–	–	0.88%	20
2025 Q3	$1.85M	Sell	7,656 -2,078	-21%	-$477K	0.88%	21
2025 Q2	$2.1M	Sell	9,734 -1,604	-14%	-$323K	1.04%	20
2025 Q1	$2.26M	Hold	11,338	–	–	1.24%	18
2024 Q4	$2.51M	Buy	11,338 +3,428	+43%	+$782K	1.39%	17
2024 Q3	$1.75M	Buy	7,910 +1,474	+23%	+$315K	0.94%	20
2024 Q2	$1.31M	Hold	6,436	–	–	0.79%	24
2024 Q1	$1.35M	Buy	6,436 +2,446	+61%	+$488K	0.8%	22
2023 Q4	$801K	Hold	3,990	–	–	0.55%	27
2023 Q3	$709K	Hold	3,990	–	–	0.57%	24
2023 Q2	$747K	Hold	3,990	–	–	0.54%	27
2023 Q1	$712K	Hold	3,990	–	–	0.53%	32
2022 Q4	$696K	Hold	3,990	–	–	0.57%	28
2022 Q3	$658K	Hold	3,990	–	–	0.57%	27
2022 Q2	$676K	Sell	3,990 -606	-13%	-$112K	0.55%	31
2022 Q1	$943K	Hold	4,596	–	–	0.72%	24
2021 Q4	$1.02M	Buy	+4,596	New	+$1.04M	0.81%	23

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

Allie Family Office's IWM Position: Q1 2026 in Review

Allie Family Office reduced its iShares Russell 2000 ETF (IWM) stake by 20% in Q1 2026, selling an estimated $397K and leaving 6,118 shares worth $1.52M. The position accounts for 0.66% of the portfolio, ranked #26.

Allie Family Office first reported a position in IWM in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.51M in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Allie Family Office held 6,118 shares of iShares Russell 2000 ETF worth $1.52M as of Q1 2026.
Allie Family Office sold 1,538 iShares Russell 2000 ETF shares in Q1 2026, an estimated $397K.
iShares Russell 2000 ETF made up 0.66% of Allie Family Office's portfolio in Q1 2026, its #26 holding.
Allie Family Office first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 18 quarters since.
Allie Family Office's iShares Russell 2000 ETF position peaked at $2.51M in Q4 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Allie Family Office's 13F filing for Q1 2026, filed 14 May 2026.