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

AlTi 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	$5.32M	Sell	17,719 -765	-4%	-$215K	0.11%	104
2026 Q1	$4.6M	Buy	18,484 +1,808	+11%	+$466K	0.1%	98
2025 Q4	$4.1M	Sell	16,676 -399	-2%	-$98.1K	0.09%	109
2025 Q3	$4.13M	Sell	17,075 -414	-2%	-$95K	0.1%	116
2025 Q2	$3.77M	Sell	17,489 -5,723	-25%	-$1.15M	0.09%	116
2025 Q1	$4.63M	Sell	23,212 -4,342	-16%	-$942K	0.12%	93
2024 Q4	$6.09M	Buy	27,554 +70	+0.3%	+$16K	0.15%	84
2024 Q3	$6.07M	Sell	27,484 -196	-0.7%	-$41.9K	0.15%	89
2024 Q2	$5.62M	Buy	27,680 +369	+1%	+$74.6K	0.15%	73
2024 Q1	$5.74M	Sell	27,311 -177	-0.6%	-$35.3K	0.16%	81
2023 Q4	$5.52M	Buy	+27,488	New	+$4.92M	0.17%	75

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AlTi Global's IWM Position: Q2 2026 in Review

AlTi Global reduced its iShares Russell 2000 ETF (IWM) stake by 4.1% in Q2 2026, selling an estimated $215K and leaving 17,719 shares worth $5.32M. The position accounts for 0.11% of the portfolio, ranked #104.

AlTi Global first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.09M in Q4 2024. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

AlTi Global held 17,719 shares of iShares Russell 2000 ETF worth $5.32M as of Q2 2026.
AlTi Global sold 765 iShares Russell 2000 ETF shares in Q2 2026, an estimated $215K.
iShares Russell 2000 ETF made up 0.11% of AlTi Global's portfolio in Q2 2026, its #104 holding.
AlTi Global first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
AlTi Global's iShares Russell 2000 ETF position peaked at $6.09M in Q4 2024.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.