Bank of America
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Bank of America’s iShares Russell 2000 ETF IWM Stock Holding History

Bank of America’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
2025
Q4 		– Sell
-7,776,500
Closed -$1.88B – 7861
2025
Q3 		$1.88B Sell
7,776,500
-913,800
-11% -$210M 0.13% 152
2025
Q2 		$1.88B Buy
8,690,300
+1,896,700
+28% +$382M 0.14% 151
2025
Q1 		$1.36B Buy
6,793,600
+1,423,000
+26% +$309M 0.11% 182
2024
Q4 		$1.19B Sell
5,370,600
-523,000
-9% -$119M 0.1% 201
2024
Q3 		$1.3B Buy
5,893,600
+621,200
+12% +$133M 0.1% 194
2024
Q2 		$1.07B Sell
5,272,400
-3,657,200
-41% -$739M 0.09% 217
2024
Q1 		$1.88B Sell
8,929,600
-4,018,700
-31% -$802M 0.17% 127
2023
Q4 		$2.6B Buy
12,948,300
+1,658,500
+15% +$297M 0.26% 83
2023
Q3 		$2B Sell
11,289,800
-5,412,500
-32% -$1.02B 0.22% 97
2023
Q2 		$3.13B Sell
16,702,300
-4,292,700
-20% -$765M 0.33% 65
2023
Q1 		$3.75B Buy
20,995,000
+12,428,100
+145% +$2.29B 0.38% 50
2022
Q4 		$1.49B Sell
8,566,900
-1,917,800
-18% -$341M 0.17% 136
2022
Q3 		$1.73B Buy
10,484,700
+7,296,200
+229% +$1.33B 0.21% 111
2022
Q2 		$540M Sell
3,188,500
-437,100
-12% -$80.6M 0.06% 298
2022
Q1 		$744M Sell
3,625,600
-2,906,700
-44% -$593M 0.07% 256
2021
Q4 		$1.45B Buy
6,532,300
+1,091,300
+20% +$247M 0.14% 140
2021
Q3 		$1.19B Buy
5,441,000
+233,800
+4% +$51.8M 0.12% 160
2021
Q2 		$1.19B Buy
5,207,200
+18,700
+0.4% +$4.2M 0.12% 160
2021
Q1 		$1.15B Sell
5,188,500
-3,535,500
-41% -$772M 0.13% 155
2020
Q4 		$1.71B Buy
8,724,000
+2,572,400
+42% +$450M 0.22% 109
2020
Q3 		$921M Buy
6,151,600
+2,095,000
+52% +$315M 0.13% 156
2020
Q2 		$581M Buy
4,056,600
+1,316,600
+48% +$173M 0.09% 217
2020
Q1 		$314M Sell
2,740,000
-3,570,200
-57% -$532M 0.06% 295
2019
Q4 		$1.05B Sell
6,310,200
-251,900
-4% -$39.8M 0.15% 152
2019
Q3 		$993M Sell
6,562,100
-1,717,300
-21% -$262M 0.15% 148
2019
Q2 		$1.29B Buy
8,279,400
+2,720,800
+49% +$419M 0.19% 121
2019
Q1 		$851M Buy
5,558,600
+2,308,800
+71% +$347M 0.13% 166
2018
Q4 		$435M Buy
3,249,800
+207,200
+7% +$30.9M 0.08% 260
2018
Q3 		$513M Buy
3,042,600
+965,000
+46% +$163M 0.08% 257
2018
Q2 		$340M Buy
2,077,600
+19,600
+1% +$3.14M 0.06% 311
2018
Q1 		$312M Sell
2,058,000
-13,693,800
-87% -$2.11B 0.05% 330
2017
Q4 		$2.4B Buy
15,751,800
+14,176,500
+900% +$2.13B 0.4% 51
2017
Q3 		$233M Sell
1,575,300
-1,332,900
-46% -$188M 0.04% 418
2017
Q2 		$410M Buy
2,908,200
+1,060,000
+57% +$147M 0.08% 258
2017
Q1 		$254M Sell
1,848,200
-2,880,600
-61% -$394M 0.05% 338
2016
Q4 		$638M Buy
4,728,800
+1,887,600
+66% +$241M 0.14% 167
2016
Q3 		$353M Sell
2,841,200
-676,000
-19% -$82.2M 0.08% 260
2016
Q2 		$404M Sell
3,517,200
-175,400
-5% -$19.8M 0.09% 225
2016
Q1 		$409M Sell
3,692,600
-216,100
-6% -$22.4M 0.1% 217
2015
Q4 		$440M Sell
3,908,700
-6,860,900
-64% -$791M 0.1% 211
2015
Q3 		$1.18B Buy
10,769,600
+5,961,300
+124% +$707M 0.29% 80
2015
Q2 		$600M Sell
4,808,300
-749,800
-13% -$93.7M 0.2% 110
2015
Q1 		$691M Buy
5,558,100
+47,900
+0.9% +$5.77M 0.23% 94
2014
Q4 		$659M Sell
5,510,200
-3,811,300
-41% -$436M 0.24% 79
2014
Q3 		$1.02B Sell
9,321,500
-2,219,105
-19% -$254M 0.33% 60
2014
Q2 		$1.37B Buy
11,540,605
+2,251,936
+24% +$256M 0.44% 37
2014
Q1 		$1.08B Buy
9,288,669
+6,032,615
+185% +$696M 0.4% 42
2013
Q4 		$376M Sell
3,256,054
-3,193,627
-50% -$353M 0.14% 167
2013
Q3 		$688M Buy
6,449,681
+3,178,095
+97% +$329M 0.27% 70
2013
Q2 		$317M Buy
+3,271,586
New +$312M 0.13% 154

Other funds holding IWM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America's IWM Position: Q1 2026 in Review

Bank of America reduced its iShares Russell 2000 ETF (IWM) stake by 4.9% in Q1 2026, selling an estimated $556M and leaving 41,595,539 shares worth $10.3B. The position accounts for 0.75% of the portfolio, ranked #21.

Bank of America first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.8B in Q4 2025. 2,575 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Bank of America held 41,595,539 shares of iShares Russell 2000 ETF worth $10.3B as of Q1 2026.
  • Bank of America sold 2,156,196 iShares Russell 2000 ETF shares in Q1 2026, an estimated $556M.
  • iShares Russell 2000 ETF made up 0.75% of Bank of America's portfolio in Q1 2026, its #21 holding.
  • Bank of America first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's iShares Russell 2000 ETF position peaked at $10.8B in Q4 2025.
  • 2,575 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.