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 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 $1.37T 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

Ameriprise's IWM Position: Q1 2026 in Review

Ameriprise increased its iShares Russell 2000 ETF (IWM) stake by 7.5% in Q1 2026, buying an estimated $26.4M and bringing the position to 1,476,654 shares worth $366M. The position accounts for 0.08% of the portfolio, ranked #248.

Ameriprise first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $428M in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Ameriprise held 1,476,654 shares of iShares Russell 2000 ETF worth $366M as of Q1 2026.
Ameriprise bought 102,386 iShares Russell 2000 ETF shares in Q1 2026, an estimated $26.4M.
iShares Russell 2000 ETF made up 0.08% of Ameriprise's portfolio in Q1 2026, its #248 holding.
Ameriprise first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
Ameriprise's iShares Russell 2000 ETF position peaked at $428M in Q4 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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