BW Gestao de Investimentos’s iShares Russell 2000 ETF IWM Stock Holding History

BW Gestao de Investimentos’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	$223M	Sell	900,000 -400,000	-31%	-$103M	7.42%	2
2025 Q4	$320M	Buy	1,300,000 +200,000	+18%	+$49.2M	7.22%	3
2025 Q3	$266M	Hold	1,100,000	–	–	11.64%	1
2025 Q2	$237M	Hold	1,100,000	–	–	10.08%	2
2025 Q1	$219M	Buy	1,100,000 +200,000	+22%	+$43.4M	6.9%	4
2024 Q4	$199M	Sell	900,000 -660,000	-42%	-$150M	6.34%	3
2024 Q3	$345M	Buy	1,560,000 +60,000	+4%	+$12.8M	24.1%	1
2024 Q2	$304M	Sell	1,500,000 -1,550,000	-51%	-$313M	16.92%	1
2024 Q1	$641M	Buy	3,050,000 +1,550,000	+103%	+$309M	18.88%	1
2023 Q4	$301M	Buy	+1,500,000	New	+$269M	9.58%	2
2018 Q4	–	Sell	-100,000	Closed	-$16.9M	–	97
2018 Q3	$16.9M	Buy	+100,000	New	+$16.9M	4.59%	6

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

BW Gestao de Investimentos's IWM Position: Q2 2023 in Review

BW Gestao de Investimentos sold out of iShares Russell 2000 ETF (IWM) in Q2 2023, closing a stake of 30,400 shares — an estimated $5.42M sold.

BW Gestao de Investimentos first reported a position in IWM in Q2 2014 and held it in 3 quarters. The position peaked at $21.1M in Q2 2014. 1,959 funds tracked by Wall St. Rank hold IWM as of Q2 2023.

BW Gestao de Investimentos reported no remaining iShares Russell 2000 ETF position as of Q2 2023 after selling out during the quarter.
BW Gestao de Investimentos sold 30,400 iShares Russell 2000 ETF shares in Q2 2023, an estimated $5.42M.
BW Gestao de Investimentos first reported a position in iShares Russell 2000 ETF in Q2 2014 and held it in 3 quarters.
BW Gestao de Investimentos's iShares Russell 2000 ETF position peaked at $21.1M in Q2 2014.
1,959 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2023.

Based on BW Gestao de Investimentos's 13F filing for Q2 2023, filed 26 Jul 2023.