Blueshift Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Blueshift Asset 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 Q2	$70.5M	Buy	234,592 +117,573	+100%	+$33M	16.33%	1
2026 Q1	$29M	Sell	117,019 -6,674	-5%	-$1.72M	8.81%	1
2025 Q4	$30.4M	Buy	123,693 +46,854	+61%	+$11.5M	8.78%	1
2025 Q3	$18.6M	Sell	76,839 -44,622	-37%	-$10.2M	5.73%	2
2025 Q2	$26.2M	Buy	121,461 +12,868	+12%	+$2.59M	8.05%	2
2025 Q1	$21.7M	Sell	108,593 -30,313	-22%	-$6.58M	8.59%	1
2024 Q4	$30.7M	Sell	138,906 -67,582	-33%	-$15.4M	11.21%	1
2024 Q3	$45.6M	Buy	206,488 +101,515	+97%	+$21.7M	11.31%	1
2024 Q2	$21.3M	Buy	+104,973	New	+$21.2M	7.15%	2
2024 Q1	–	Sell	-87,160	Closed	-$17.5M	–	327
2023 Q4	$17.5M	Buy	87,160 +19,895	+30%	+$3.56M	9.3%	1
2023 Q3	$11.9M	Sell	67,265 -22,615	-25%	-$4.25M	7.02%	1
2023 Q2	$16.8M	Buy	89,880 +50,326	+127%	+$8.97M	6.43%	2
2023 Q1	$7.06M	Buy	39,554 +25,132	+174%	+$4.63M	2.95%	2
2022 Q4	$2.51M	Buy	+14,422	New	+$2.56M	1.17%	10
2022 Q2	–	Sell	-4,307	Closed	-$884K	–	839
2022 Q1	$884K	Sell	4,307 -39,131	-90%	-$7.98M	0.08%	298
2021 Q4	$9.66M	Buy	+43,438	New	+$9.82M	0.85%	11
2021 Q3	–	Sell	-82,589	Closed	-$18.9M	–	1143
2021 Q2	$18.9M	Buy	+82,589	New	+$18.6M	1.04%	11
2020 Q3	–	Sell	-101,311	Closed	-$14.5M	–	685
2020 Q2	$14.5M	Buy	101,311 +17,484	+21%	+$2.29M	2.35%	1
2020 Q1	$9.6M	Buy	+83,827	New	+$12.5M	9%	1
2019 Q4	–	Sell	-47,829	Closed	-$7.24M	–	907
2019 Q3	$7.24M	Sell	47,829 -40,998	-46%	-$6.26M	1.1%	3
2019 Q2	$13.8M	Buy	+88,827	New	+$13.7M	1.82%	2
2019 Q1	–	Sell	-253,264	Closed	-$33.9M	–	829
2018 Q4	$33.9M	Buy	+253,264	New	+$37.8M	6.3%	1

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Blueshift Asset Management's IWM Position: Q2 2026 in Review

Blueshift Asset Management increased its iShares Russell 2000 ETF (IWM) stake by 100% in Q2 2026, buying an estimated $33M and bringing the position to 234,592 shares worth $70.5M. The position accounts for 16.33% of the portfolio, ranked #1.

Blueshift Asset Management first reported a position in IWM in Q4 2018 and has held it in 22 quarters since. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Blueshift Asset Management held 234,592 shares of iShares Russell 2000 ETF worth $70.5M as of Q2 2026.
Blueshift Asset Management bought 117,573 iShares Russell 2000 ETF shares in Q2 2026, an estimated $33M.
iShares Russell 2000 ETF made up 16.33% of Blueshift Asset Management's portfolio in Q2 2026, its #1 holding.
Blueshift Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 22 quarters since.
2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Blueshift Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.