Ameriprise’s iShares Russell 2000 ETF IWM Stock Holding History

Ameriprise’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	–	Sell	-5,100	Closed	-$1.26M	–	4177
2026 Q1	$1.26M	Buy	+5,100	New	+$1.32M	﹤0.01%	3186
2025 Q3	–	Sell	-80,500	Closed	-$17.4M	–	4124
2025 Q2	$17.4M	Buy	80,500 +45,300	+129%	+$9.12M	﹤0.01%	1438
2025 Q1	$7.02M	Buy	+35,200	New	+$7.64M	﹤0.01%	2046
2021 Q1	–	Sell	-2,700	Closed	-$529K	–	3869
2020 Q4	$529K	Buy	2,700 +100	+4%	+$17.5K	﹤0.01%	3325
2020 Q3	$389K	Buy	+2,600	New	+$391K	﹤0.01%	3328
2019 Q4	–	Sell	-25,200	Closed	-$3.81M	–	3734
2019 Q3	$3.81M	Buy	+25,200	New	+$3.85M	﹤0.01%	2350
2016 Q2	–	Sell	-65,600	Closed	-$7.26M	–	3815
2016 Q1	$7.26M	Buy	+65,600	New	+$6.79M	﹤0.01%	1687

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

Ameriprise's IWM Position: Q2 2026 in Review

Ameriprise reduced its iShares Russell 2000 ETF (IWM) stake by 1.7% in Q2 2026, selling an estimated $7.07M and leaving 1,451,478 shares worth $435M. The position accounts for 0.09% of the portfolio, ranked #244.

Ameriprise first reported a position in IWM in Q2 2013 and has held it in 53 quarters since. 2,731 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Ameriprise held 1,451,478 shares of iShares Russell 2000 ETF worth $435M as of Q2 2026.
Ameriprise sold 25,176 iShares Russell 2000 ETF shares in Q2 2026, an estimated $7.07M.
iShares Russell 2000 ETF made up 0.09% of Ameriprise's portfolio in Q2 2026, its #244 holding.
Ameriprise first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 53 quarters since.
2,731 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.