Belvedere Trading
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Belvedere Trading’s iShares Russell 2000 ETF IWM Stock Holding History

Belvedere Trading’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 		$508M Sell
2,046,500
-876,800
-30% -$226M 0.6% 19
2025
Q4 		$720M Sell
2,923,300
-1,225,400
-30% -$301M 0.77% 20
2025
Q3 		$1B Sell
4,148,700
-803,500
-16% -$184M 1.16% 13
2025
Q2 		$1.07B Sell
4,952,200
-477,600
-9% -$96.1M 1.25% 14
2025
Q1 		$1.08B Buy
5,429,800
+616,900
+13% +$134M 1.22% 12
2024
Q4 		$1.06B Sell
4,812,900
-71,900
-1% -$16.4M 1.28% 13
2024
Q3 		$1.08B Sell
4,884,800
-2,112,800
-30% -$452M 1.45% 14
2024
Q2 		$1.42B Buy
6,997,600
+1,680,800
+32% +$340M 1.76% 10
2024
Q1 		$1.12B Sell
5,316,800
-955,800
-15% -$191M 1.45% 12
2023
Q4 		$1.26B Sell
6,272,600
-1,853,600
-23% -$332M 2.09% 12
2023
Q3 		$1.44B Buy
8,126,200
+431,200
+6% +$80.9M 2.19% 9
2023
Q2 		$1.44B Buy
7,695,000
+2,434,400
+46% +$434M 2.6% 8
2023
Q1 		$938M Buy
5,260,600
+894,500
+20% +$165M 2.27% 10
2022
Q4 		$761M Buy
4,366,100
+4,252,500
+3,743% +$756M 2.06% 10
2022
Q3 		$20.2M Sell
113,600
-314,800
-73% -$57.4M 0.68% 10
2022
Q2 		$76.6M Sell
428,400
-51,300
-11% -$9.46M 2.48% 7
2022
Q1 		$96.7M Buy
479,700
+285,300
+147% +$58.2M 2.6% 2
2021
Q4 		$38.3M Buy
+194,400
New +$43.9M 1.71% 10
2021
Q3 		– Sell
-1,453,100
Closed -$317M – 532
2021
Q2 		$317M Buy
1,453,100
+956,500
+193% +$215M 23.6% 2
2021
Q1 		$110M Buy
+496,600
New +$108M 9.03% 4

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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 $5.72T AUM 30.48% 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 $235B AUM 32.99% 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

Belvedere Trading's IWM Position: Q1 2026 in Review

Belvedere Trading increased its iShares Russell 2000 ETF (IWM) stake by 83% in Q1 2026, buying an estimated $11.8M and bringing the position to 100,877 shares worth $25M. The position accounts for 0.03% of the portfolio, ranked #46.

Belvedere Trading first reported a position in IWM in Q3 2015 and has held it in 20 quarters since. The position peaked at $78.3M in Q3 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Belvedere Trading held 100,877 shares of iShares Russell 2000 ETF worth $25M as of Q1 2026.
  • Belvedere Trading bought 45,640 iShares Russell 2000 ETF shares in Q1 2026, an estimated $11.8M.
  • iShares Russell 2000 ETF made up 0.03% of Belvedere Trading's portfolio in Q1 2026, its #46 holding.
  • Belvedere Trading first reported a position in iShares Russell 2000 ETF in Q3 2015 and has held it in 20 quarters since.
  • Belvedere Trading's iShares Russell 2000 ETF position peaked at $78.3M in Q3 2023.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Belvedere Trading's 13F filing for Q1 2026, filed 12 May 2026.