Bluefin Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Bluefin Capital Management’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	$2.22K	Buy	+55,500	New	+$14.3M	﹤0.01%	116
2024 Q1	–	Sell	-63,200	Closed	-$356K	–	216
2023 Q4	$356K	Sell	63,200 -569,100	-90%	-$102M	0.03%	86
2023 Q3	$45.2K	Buy	632,300 +622,300	+6,223%	+$117M	﹤0.01%	120
2023 Q2	$50	Buy	+10,000	New	+$1.78M	﹤0.01%	167
2023 Q1	–	Sell	-88,000	Closed	-$16.2M	–	129
2022 Q4	$3.52K	Buy	+88,000	New	+$15.7M	﹤0.01%	389
2021 Q4	–	Sell	-25,000	Closed	-$56K	–	1003
2021 Q3	$56K	Buy	+25,000	New	+$5.54M	0.01%	556
2021 Q1	–	Sell	-30,000	Closed	-$76K	–	871
2020 Q4	$76K	Buy	+30,000	New	+$5.25M	﹤0.01%	529
2020 Q3	–	Sell	-98,000	Closed	-$14.7M	–	381
2020 Q2	$226K	Buy	+98,000	New	+$12.9M	0.02%	218
2019 Q4	–	Sell	-223,800	Closed	-$872K	–	669
2019 Q3	$872K	Buy	223,800 +113,800	+103%	+$17.4M	0.13%	126
2019 Q2	$595K	Sell	110,000 -200	-0.2%	-$30.8K	0.08%	132
2019 Q1	$177K	Buy	+110,200	New	+$16.6M	0.03%	225
2017 Q1	–	Sell	-20,000	Closed	-$107K	–	557
2016 Q4	$107K	Buy	+20,000	New	+$2.56M	0.01%	374
2016 Q3	–	Sell	-20,000	Closed	-$56K	–	511
2016 Q2	$56K	Buy	+20,000	New	+$2.26M	0.01%	358

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 $303B AUM 53.02% 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

Bluefin Capital Management's IWM Position: Q1 2026 in Review

Bluefin Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 5,100 shares — an estimated $1.32M sold.

Bluefin Capital Management first reported a position in IWM in Q1 2014 and held it in 28 quarters. The position peaked at $28.6M in Q4 2023. 2,571 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Bluefin Capital Management reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
Bluefin Capital Management sold 5,100 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.32M.
Bluefin Capital Management first reported a position in iShares Russell 2000 ETF in Q1 2014 and held it in 28 quarters.
Bluefin Capital Management's iShares Russell 2000 ETF position peaked at $28.6M in Q4 2023.
2,571 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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