Apollo Management Holdings’s iShares Russell 2000 ETF IWM Stock Holding History

Apollo Management Holdings’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	$322M	Buy	1,300,000 +466,500	+56%	+$120M	4.24%	9
2025 Q4	$205M	Sell	833,500 -5,573,000	-87%	-$1.37B	1.68%	13
2025 Q3	$1.55B	Buy	+6,406,500	New	+$1.47B	17%	2
2025 Q1	–	Sell	-7,200,000	Closed	-$1.59B	–	56
2024 Q4	$1.59B	Buy	7,200,000 +2,700,000	+60%	+$616M	21.96%	2
2024 Q3	$994M	Buy	+4,500,000	New	+$963M	13.75%	3
2022 Q2	–	Sell	-1,050,000	Closed	-$216M	–	287
2022 Q1	$216M	Buy	+1,050,000	New	+$214M	1.02%	14
2021 Q4	–	Sell	-750,000	Closed	-$164M	–	272
2021 Q3	$164M	Buy	+750,000	New	+$166M	0.81%	11
2020 Q4	–	Sell	-514,500	Closed	-$77.1M	–	96
2020 Q3	$77.1M	Buy	+514,500	New	+$77.4M	0.63%	10
2020 Q1	–	Sell	-80,000	Closed	-$13.3M	–	74
2019 Q4	$13.3M	Sell	80,000 -69,500	-46%	-$11M	0.13%	21
2019 Q3	$22.6M	Buy	+149,500	New	+$22.8M	0.27%	25
2019 Q2	–	Sell	-190,000	Closed	-$29.1M	–	74
2019 Q1	$29.1M	Sell	190,000 -560,000	-75%	-$84.2M	0.33%	22
2018 Q4	$100M	Buy	+750,000	New	+$112M	1.15%	10
2017 Q2	–	Sell	-175,000	Closed	-$24.1M	–	75
2017 Q1	$24.1M	Sell	175,000 -613,400	-78%	-$83.8M	0.43%	16
2016 Q4	$106M	Buy	788,400 +383,400	+95%	+$49M	2.84%	5
2016 Q3	$50.3M	Buy	+405,000	New	+$49.2M	1.64%	8
2015 Q4	–	Sell	-400,000	Closed	-$43.7M	–	85
2015 Q3	$43.7M	Sell	400,000 -125,000	-24%	-$14.8M	1.07%	7
2015 Q2	$66.6M	Buy	525,000 +85,000	+19%	+$10.6M	1.22%	7
2015 Q1	$54.7M	Buy	+440,000	New	+$53M	0.94%	10

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

Apollo Management Holdings's IWM Position: Q1 2025 in Review

Apollo Management Holdings sold out of iShares Russell 2000 ETF (IWM) in Q1 2025, closing a stake of 203,557 shares — an estimated $45M sold.

Apollo Management Holdings first reported a position in IWM in Q1 2022 and held it in 3 quarters. The position peaked at $45M in Q4 2024. 2,359 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

Apollo Management Holdings reported no remaining iShares Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
Apollo Management Holdings sold 203,557 iShares Russell 2000 ETF shares in Q1 2025, an estimated $45M.
Apollo Management Holdings first reported a position in iShares Russell 2000 ETF in Q1 2022 and held it in 3 quarters.
Apollo Management Holdings's iShares Russell 2000 ETF position peaked at $45M in Q4 2024.
2,359 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

Based on Apollo Management Holdings's 13F filing for Q1 2025, filed 15 May 2025.