CI Investments Inc
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CI Investments Inc’s iShares Russell 2000 ETF IWM Stock Holding History

CI Investments Inc’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 		– Sell
-174,700
Closed -$43M – 652
2025
Q4 		$43M Sell
174,700
-106,698
-38% -$26.2M 0.19% 115
2025
Q3 		$68.1M Buy
+281,398
New +$64.6M 0.25% 82
2025
Q2 		– Sell
-38,965
Closed -$7.77M – 1321
2025
Q1 		$7.77M Buy
+38,965
New +$8.45M 0.03% 248
2024
Q3 		– Sell
-5,000
Closed -$1.01M – 1285
2024
Q2 		$1.01M Buy
5,000
+4,900
+4,900% +$990K ﹤0.01% 393
2024
Q1 		$21K Buy
+100
New +$19.9K ﹤0.01% 1100
2022
Q2 		– Sell
-14,480
Closed -$2.97M – 1330
2022
Q1 		$2.97M Sell
14,480
-1,069,916
-99% -$218M 0.01% 360
2021
Q4 		$240M Sell
1,084,396
-29,619
-3% -$6.69M 0.83% 24
2021
Q3 		$244M Sell
1,114,015
-267
-0% -$59.2K 0.91% 21
2021
Q2 		$256M Buy
1,114,282
+54,177
+5% +$12.2M 0.94% 26
2021
Q1 		$234M Buy
1,060,105
+741,290
+233% +$162M 0.99% 25
2020
Q4 		$62.5M Buy
+318,815
New +$55.8M 0.28% 105
2014
Q4 		– Sell
-65,000
Closed -$7.11M – 185
2014
Q3 		$7.11M Sell
65,000
-10,000
-13% -$1.14M 0.07% 126
2014
Q2 		$8.91M Sell
75,000
-10,000
-12% -$1.14M 0.09% 121
2014
Q1 		$9.89M Hold
85,000
– – 0.1% 127
2013
Q4 		$9.8M Buy
85,000
+1,250
+1% +$138K 0.11% 114
2013
Q3 		$8.93M Hold
83,750
– – 0.1% 116
2013
Q2 		$8.14M Buy
+83,750
New +$8M 0.09% 115

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

CI Investments Inc's IWM Position: Q1 2026 in Review

CI Investments Inc sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 174,700 shares — an estimated $43M sold.

CI Investments Inc first reported a position in IWM in Q2 2013 and held it in 17 quarters. The position peaked at $256M in Q2 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • CI Investments Inc reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
  • CI Investments Inc sold 174,700 iShares Russell 2000 ETF shares in Q1 2026, an estimated $43M.
  • CI Investments Inc first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 17 quarters.
  • CI Investments Inc's iShares Russell 2000 ETF position peaked at $256M in Q2 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on CI Investments Inc's 13F filing for Q1 2026, filed 13 May 2026.