Analyst IMS Investment Management Services’s iShares Russell 2000 ETF IWM Stock Holding History

Analyst IMS Investment Management Services’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	$25.5M	Buy	102,705 +2,400	+2%	+$619K	0.77%	17
2025 Q4	$24.7M	Buy	100,305 +2,960	+3%	+$728K	0.72%	20
2025 Q3	$23.6M	Sell	97,345 -520	-0.5%	-$119K	0.73%	19
2025 Q2	$21.1M	Sell	97,865 -14	-0%	-$2.82K	0.72%	17
2025 Q1	$19.5M	Hold	97,879	–	–	0.76%	14
2024 Q4	$21.6M	Sell	97,879 -967	-1%	-$220K	0.79%	15
2024 Q3	$21.8M	Buy	98,846 +47	+0%	+$10.1K	0.84%	13
2024 Q2	$20M	Sell	98,799 -22	-0%	-$4.45K	0.82%	12
2024 Q1	$20.8M	Buy	98,821 +19	+0%	+$3.79K	0.91%	10
2023 Q4	$19.8M	Buy	98,802 +11,577	+13%	+$2.07M	1.03%	9
2023 Q3	$15.5M	Hold	87,225	–	–	0.97%	9
2023 Q2	$16.3M	Hold	87,225	–	–	1.09%	9
2023 Q1	$15.3M	Hold	87,225	–	–	1.16%	9
2022 Q4	$15.3M	Hold	87,225	–	–	1.31%	9
2022 Q3	$14.5M	Hold	87,225	–	–	1.41%	9
2022 Q2	$14.8M	Hold	87,225	–	–	1.41%	9
2022 Q1	$17.9M	Hold	87,225	–	–	1.59%	8
2021 Q4	$19.4M	Hold	87,225	–	–	1.85%	7
2021 Q3	$19.1M	Hold	87,225	–	–	2.35%	6
2021 Q2	$20M	Buy	87,225 +1,600	+2%	+$360K	2.4%	8
2021 Q1	$18.9M	Buy	85,625 +45,098	+111%	+$9.85M	2.54%	8
2020 Q4	$7.95M	Buy	40,527 +33,682	+492%	+$5.89M	1.33%	13
2020 Q3	$1.02M	Hold	6,845	–	–	0.21%	50
2020 Q2	$980K	Hold	6,845	–	–	0.23%	46
2020 Q1	$783K	Hold	6,845	–	–	0.25%	49
2019 Q4	$1.13M	Sell	6,845 -37	-0.5%	-$5.85K	0.31%	49
2019 Q3	$1.05M	Hold	6,882	–	–	0.31%	48
2019 Q2	$1.07M	Hold	6,882	–	–	0.32%	52
2019 Q1	$1.05M	Buy	6,882 +2,256	+49%	+$339K	0.32%	53
2018 Q4	$620	Buy	4,626 +1,127	+32%	+$168K	0.1%	63
2018 Q3	$588	Hold	3,499	–	–	0.09%	75
2018 Q2	$573K	Hold	3,499	–	–	0.18%	73
2018 Q1	$532K	Hold	3,499	–	–	0.17%	76
2017 Q4	$534K	Hold	3,499	–	–	0.16%	81
2017 Q3	$518K	Hold	3,499	–	–	0.17%	83
2017 Q2	$493K	Hold	3,499	–	–	0.18%	84
2017 Q1	$481K	Hold	3,499	–	–	0.19%	82
2016 Q4	$472K	Hold	3,499	–	–	0.21%	77
2016 Q3	$434K	Hold	3,499	–	–	0.18%	78
2016 Q2	$402K	Hold	3,499	–	–	0.17%	79
2016 Q1	$387K	Buy	3,499 +44	+1%	+$4.55K	0.17%	81
2015 Q4	$389K	Hold	3,455	–	–	0.16%	81
2015 Q3	$377K	Hold	3,455	–	–	0.16%	81
2015 Q2	$431K	Buy	3,455 +215	+7%	+$26.9K	0.17%	81
2015 Q1	$403K	Buy	3,240 +1,320	+69%	+$159K	0.16%	86
2014 Q4	$230K	Buy	+1,920	New	+$220K	0.09%	94

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

Analyst IMS Investment Management Services's IWM Position: Q1 2026 in Review

Analyst IMS Investment Management Services increased its iShares Russell 2000 ETF (IWM) stake by 2.4% in Q1 2026, buying an estimated $619K and bringing the position to 102,705 shares worth $25.5M. The position accounts for 0.77% of the portfolio, ranked #17.

Analyst IMS Investment Management Services first reported a position in IWM in Q4 2014 and has held it in 46 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Analyst IMS Investment Management Services held 102,705 shares of iShares Russell 2000 ETF worth $25.5M as of Q1 2026.
Analyst IMS Investment Management Services bought 2,400 iShares Russell 2000 ETF shares in Q1 2026, an estimated $619K.
iShares Russell 2000 ETF made up 0.77% of Analyst IMS Investment Management Services's portfolio in Q1 2026, its #17 holding.
Analyst IMS Investment Management Services first reported a position in iShares Russell 2000 ETF in Q4 2014 and has held it in 46 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.