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Delta Accumulation LLC’s iShares Russell 2000 ETF IWM Stock Holding History

Delta Accumulation LLC’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 		$6.94M Buy
28,000
+2,500
+10% +$645K 0.6% 33
2025
Q4 		$6.28M Buy
25,500
+10,800
+73% +$2.66M 0.23% 69
2025
Q3 		$3.25M Hold
14,700
– – 0.2% 85
2025
Q2 		$3.25M Buy
14,700
+6,500
+79% +$1.31M 0.24% 76
2025
Q1 		$2.47M Buy
8,200
+2,500
+44% +$542K 0.14% 113
2024
Q4 		$1.92M Hold
5,700
– – 0.11% 115
2024
Q3 		$1.26M Buy
5,700
+2,100
+58% +$449K 0.09% 118
2024
Q2 		$730K Sell
3,600
-3,900
-52% -$788K 0.05% 113
2024
Q1 		$1.58M Buy
7,500
+3,600
+92% +$718K 0.11% 95
2023
Q4 		$730K Buy
+3,900
New +$699K 0.12% 128

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