Broadwood Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Broadwood Capital’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	$118M	Hold	474,920	–	–	8.3%	4
2025 Q4	$117M	Hold	474,920	–	–	6.87%	4
2025 Q3	$115M	Hold	474,920	–	–	6.92%	4
2025 Q2	$102M	Hold	474,920	–	–	6.53%	4
2025 Q1	$94.7M	Sell	474,920 -45,000	-9%	-$9.76M	7.67%	4
2024 Q4	$115M	Hold	519,920	–	–	8.98%	4
2024 Q3	$115M	Sell	519,920 -46,080	-8%	-$9.86M	8.81%	4
2024 Q2	$115M	Hold	566,000	–	–	8.68%	4
2024 Q1	$119M	Hold	566,000	–	–	8.94%	4
2023 Q4	$114M	Hold	566,000	–	–	9.68%	4
2023 Q3	$100M	Sell	566,000 -124,000	-18%	-$23.3M	8.89%	4
2023 Q2	$129M	Hold	690,000	–	–	9.66%	4
2023 Q1	$123M	Hold	690,000	–	–	8.66%	4
2022 Q4	$120M	Hold	690,000	–	–	10.06%	4
2022 Q3	$114M	Hold	690,000	–	–	8.69%	3
2022 Q2	$117M	Hold	690,000	–	–	8.81%	3
2022 Q1	$142M	Hold	690,000	–	–	10.21%	3
2021 Q4	$153M	Hold	690,000	–	–	9.42%	3
2021 Q3	$151M	Hold	690,000	–	–	7.7%	3
2021 Q2	$158M	Hold	690,000	–	–	7.07%	3
2021 Q1	$152M	Sell	690,000 -319,700	-32%	-$69.8M	8.1%	3
2020 Q4	$198M	Sell	1,009,700 -85,300	-8%	-$14.9M	11.74%	3
2020 Q3	$164M	Hold	1,095,000	–	–	12.9%	3
2020 Q2	$157M	Sell	1,095,000 -15,000	-1%	-$1.97M	12.26%	3
2020 Q1	$127M	Buy	1,110,000 +690,000	+164%	+$103M	14.85%	3
2019 Q4	$69.6M	Hold	420,000	–	–	8.02%	3
2019 Q3	$63.6M	Hold	420,000	–	–	8.82%	3
2019 Q2	$65.3M	Hold	420,000	–	–	8.17%	3
2019 Q1	$64.3M	Hold	420,000	–	–	7.87%	3
2018 Q4	$56.2M	Hold	420,000	–	–	7.89%	3
2018 Q3	$70.8M	Hold	420,000	–	–	6.58%	3
2018 Q2	$68.8M	Hold	420,000	–	–	7.9%	3
2018 Q1	$63.8M	Hold	420,000	–	–	9.26%	4
2017 Q4	$64M	Hold	420,000	–	–	8.93%	4
2017 Q3	$62.2M	Hold	420,000	–	–	10.31%	4
2017 Q2	$59.2M	Hold	420,000	–	–	10.88%	4
2017 Q1	$57.7M	Hold	420,000	–	–	11.01%	4
2016 Q4	$56.6M	Hold	420,000	–	–	9.6%	5
2016 Q3	$52.2M	Hold	420,000	–	–	8.93%	4
2016 Q2	$48.3M	Hold	420,000	–	–	9.33%	4
2016 Q1	$46.5M	Buy	420,000 +170,000	+68%	+$17.6M	9.63%	4
2015 Q4	$28.2M	Hold	250,000	–	–	4.74%	6
2015 Q3	$27.3M	Buy	+250,000	New	+$29.6M	5.38%	5

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 $235B AUM 32.99% 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

Broadwood Capital's IWM Position: Q1 2026 in Review

Broadwood Capital held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 474,920 shares worth $118M. The position accounts for 8.3% of the portfolio, ranked #4.

Broadwood Capital first reported a position in IWM in Q3 2015 and has held it in 43 quarters since. The position peaked at $198M in Q4 2020. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Broadwood Capital held 474,920 shares of iShares Russell 2000 ETF worth $118M as of Q1 2026.
Broadwood Capital left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 8.3% of Broadwood Capital's portfolio in Q1 2026, its #4 holding.
Broadwood Capital first reported a position in iShares Russell 2000 ETF in Q3 2015 and has held it in 43 quarters since.
Broadwood Capital's iShares Russell 2000 ETF position peaked at $198M in Q4 2020.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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