Aristotle Capital Boston’s iShares Russell 2000 ETF IWM Stock Holding History

Aristotle Capital Boston’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	$5.31M	Sell	21,370 -15,295	-42%	-$3.95M	0.33%	96
2025 Q4	$9.03M	Buy	36,665 +368	+1%	+$90.5K	0.5%	82
2025 Q3	$8.78M	Sell	36,297 -746	-2%	-$171K	0.45%	84
2025 Q2	$7.99M	Buy	37,043 +6,325	+21%	+$1.27M	0.41%	84
2025 Q1	$6.13M	Buy	30,718 +1,793	+6%	+$389K	0.31%	95
2024 Q4	$6.39M	Sell	28,925 -13,393	-32%	-$3.05M	0.24%	101
2024 Q3	$9.35M	Sell	42,318 -3,040	-7%	-$651K	0.31%	93
2024 Q2	$9.2M	Sell	45,358 -30,511	-40%	-$6.17M	0.31%	96
2024 Q1	$16M	Sell	75,869 -28,148	-27%	-$5.62M	0.48%	81
2023 Q4	$20.9M	Sell	104,017 -2,832	-3%	-$507K	0.64%	70
2023 Q3	$18.9M	Sell	106,849 -3,090	-3%	-$580K	0.61%	70
2023 Q2	$20.6M	Buy	109,939 +2,090	+2%	+$373K	0.62%	65
2023 Q1	$19.2M	Buy	107,849 +19,875	+23%	+$3.66M	0.59%	71
2022 Q4	$15.3M	Sell	87,974 -46,065	-34%	-$8.19M	0.48%	85
2022 Q3	$22.1M	Sell	134,039 -9,310	-6%	-$1.7M	0.75%	53
2022 Q2	$24.3M	Sell	143,349 -30,951	-18%	-$5.71M	0.72%	57
2022 Q1	$35.8M	Buy	174,300 +19,873	+13%	+$4.05M	0.9%	40
2021 Q4	$34.4M	Buy	154,427 +6,238	+4%	+$1.41M	0.81%	49
2021 Q3	$32.4M	Sell	148,189 -48,909	-25%	-$10.8M	0.76%	57
2021 Q2	$45.2M	Sell	197,098 -12,493	-6%	-$2.81M	1.04%	30
2021 Q1	$46.3M	Sell	209,591 -11,598	-5%	-$2.53M	1.03%	29
2020 Q4	$43.4M	Sell	221,189 -24,646	-10%	-$4.31M	1.03%	32
2020 Q3	$36.8M	Sell	245,835 -35,806	-13%	-$5.39M	1.07%	31
2020 Q2	$40.3M	Buy	281,641 +10,719	+4%	+$1.41M	1.23%	27
2020 Q1	$31M	Buy	270,922 +21,184	+8%	+$3.16M	1.33%	22
2019 Q4	$41.4M	Buy	249,738 +38,642	+18%	+$6.11M	1.14%	27
2019 Q3	$31.9M	Buy	211,096 +6,523	+3%	+$996K	0.94%	43
2019 Q2	$31.8M	Sell	204,573 -48,195	-19%	-$7.43M	0.99%	35
2019 Q1	$38.7M	Buy	252,768 +137,196	+119%	+$20.6M	1.29%	22
2018 Q4	$15.5M	Buy	115,572 +24,902	+27%	+$3.72M	1.27%	24
2018 Q3	$15.3M	Buy	90,670 +8,693	+11%	+$1.47M	1.12%	33
2018 Q2	$13.4M	Sell	81,977 -57,081	-41%	-$9.13M	1.06%	37
2018 Q1	$21.1M	Buy	139,058 +58,219	+72%	+$8.99M	0.99%	40
2017 Q4	$12.3M	Buy	80,839 +9,286	+13%	+$1.39M	0.9%	43
2017 Q3	$10.6M	Buy	71,553 +18,220	+34%	+$2.56M	0.95%	45
2017 Q2	$7.52M	Buy	53,333 +7,348	+16%	+$1.02M	0.84%	56
2017 Q1	$6.32M	Sell	45,985 -70,246	-60%	-$9.6M	0.84%	53
2016 Q4	$15.7M	Buy	116,231 +73,633	+173%	+$9.41M	2.15%	2
2016 Q3	$5.29M	Buy	42,598 +2,225	+6%	+$270K	0.94%	46
2016 Q2	$4.64M	Buy	40,373 +1,075	+3%	+$121K	0.9%	50
2016 Q1	$4.35M	Buy	39,298 +1,372	+4%	+$142K	0.87%	54
2015 Q4	$4.27M	Buy	37,926 +8,563	+29%	+$988K	0.87%	50
2015 Q3	$3.21M	Buy	29,363 +706	+2%	+$83.7K	0.78%	63
2015 Q2	$3.58M	Buy	28,657 +842	+3%	+$105K	0.81%	57
2015 Q1	$3.46M	Buy	+27,815	New	+$3.35M	1.08%	34

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

Aristotle Capital Boston's IWM Position: Q1 2026 in Review

Aristotle Capital Boston reduced its iShares Russell 2000 ETF (IWM) stake by 42% in Q1 2026, selling an estimated $3.95M and leaving 21,370 shares worth $5.31M. The position accounts for 0.33% of the portfolio, ranked #96.

Aristotle Capital Boston first reported a position in IWM in Q1 2015 and has held it in 45 quarters since. The position peaked at $46.3M in Q1 2021. 2,569 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Aristotle Capital Boston held 21,370 shares of iShares Russell 2000 ETF worth $5.31M as of Q1 2026.
Aristotle Capital Boston sold 15,295 iShares Russell 2000 ETF shares in Q1 2026, an estimated $3.95M.
iShares Russell 2000 ETF made up 0.33% of Aristotle Capital Boston's portfolio in Q1 2026, its #96 holding.
Aristotle Capital Boston first reported a position in iShares Russell 2000 ETF in Q1 2015 and has held it in 45 quarters since.
Aristotle Capital Boston's iShares Russell 2000 ETF position peaked at $46.3M in Q1 2021.
2,569 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Aristotle Capital Boston's 13F filing for Q1 2026, filed 15 May 2026.