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Brinker Capital Investments’s iShares Russell 2000 ETF IWM Stock Holding History

Brinker Capital Investments’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 		$496 Buy
+2
New +$516 ﹤0.01% 1944

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

Brinker Capital Investments's IWM Position: Q1 2026 in Review

Brinker Capital Investments reduced its iShares Russell 2000 ETF (IWM) stake by 31% in Q1 2026, selling an estimated $2.34M and leaving 20,080 shares worth $4.98M. The position accounts for 0.04% of the portfolio, ranked #366.

Brinker Capital Investments first reported a position in IWM in Q2 2013 and has held it in 42 quarters since. The position peaked at $15.9M in Q4 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Brinker Capital Investments held 20,080 shares of iShares Russell 2000 ETF worth $4.98M as of Q1 2026.
  • Brinker Capital Investments sold 9,081 iShares Russell 2000 ETF shares in Q1 2026, an estimated $2.34M.
  • iShares Russell 2000 ETF made up 0.04% of Brinker Capital Investments's portfolio in Q1 2026, its #366 holding.
  • Brinker Capital Investments first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 42 quarters since.
  • Brinker Capital Investments's iShares Russell 2000 ETF position peaked at $15.9M in Q4 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.