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Brooklyn Investment Group’s iShares Russell 2000 ETF IWM Stock Holding History

Brooklyn Investment Group’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 		$1.09M Buy
4,395
+3,416
+349% +$881K 0.03% 512
2025
Q4 		$245K Buy
+979
New +$241K 0.01% 1211
2025
Q3 		– Sell
-150
Closed -$32.4K – 1680
2025
Q2 		$32.4K Hold
150
– – ﹤0.01% 1586
2025
Q1 		$29.9K Buy
+150
New +$32.5K 0.01% 986

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

Brooklyn Investment Group's IWM Position: Q1 2026 in Review

Brooklyn Investment Group increased its iShares Russell 2000 ETF (IWM) stake by 349% in Q1 2026, buying an estimated $881K and bringing the position to 4,395 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #512.

Brooklyn Investment Group first reported a position in IWM in Q1 2025 and has held it in 4 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Brooklyn Investment Group held 4,395 shares of iShares Russell 2000 ETF worth $1.09M as of Q1 2026.
  • Brooklyn Investment Group bought 3,416 iShares Russell 2000 ETF shares in Q1 2026, an estimated $881K.
  • iShares Russell 2000 ETF made up 0.03% of Brooklyn Investment Group's portfolio in Q1 2026, its #512 holding.
  • Brooklyn Investment Group first reported a position in iShares Russell 2000 ETF in Q1 2025 and has held it in 4 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.