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

CenterStar 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 Q1	$213K	Buy	+859	New	+$222K	0.03%	439
2025 Q2	–	Sell	-21,313	Closed	-$4.26M	–	299
2025 Q1	$4.26M	Buy	21,313 +18,774	+739%	+$4.07M	1.01%	22
2024 Q4	$561K	Sell	2,539 -1,884	-43%	-$430K	0.19%	106
2024 Q3	$977K	Sell	4,423 -2,200	-33%	-$471K	0.2%	86
2024 Q2	$1.34M	Buy	+6,623	New	+$1.34M	0.37%	55
2022 Q4	–	Hold	0	–	–	–	112
2022 Q3	–	Hold	0	–	–	–	87
2022 Q2	–	Hold	0	–	–	–	108
2021 Q3	–	Hold	0	–	–	–	521
2021 Q1	–	Hold	0	–	–	–	240
2020 Q4	–	Hold	0	–	–	–	388
2020 Q3	–	Hold	0	–	–	–	97
2018 Q4	–	Hold	0	–	–	–	400
2018 Q3	–	Hold	0	–	–	–	15

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

CenterStar Asset Management's IWM Position: Q1 2026 in Review

CenterStar Asset Management opened a new position in iShares Russell 2000 ETF (IWM) in Q1 2026: 859 shares worth $213K. The stake represents 0.03% of the portfolio and ranks #439 among its holdings. This is a return to the name: CenterStar Asset Management previously reported a position in IWM as recently as Q1 2025.

CenterStar Asset Management first reported a position in IWM in Q2 2024 and has held it in 5 quarters since. The position peaked at $4.26M in Q1 2025. 2,569 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

CenterStar Asset Management held 859 shares of iShares Russell 2000 ETF worth $213K as of Q1 2026.
iShares Russell 2000 ETF was a new CenterStar Asset Management position in Q1 2026.
iShares Russell 2000 ETF made up 0.03% of CenterStar Asset Management's portfolio in Q1 2026, its #439 holding.
CenterStar Asset Management first reported a position in iShares Russell 2000 ETF in Q2 2024 and has held it in 5 quarters since.
CenterStar Asset Management's iShares Russell 2000 ETF position peaked at $4.26M in Q1 2025.
2,569 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on CenterStar Asset Management's 13F filing for Q1 2026, filed 1 May 2026.