Delta Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Delta Investment 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	$2.29M	Sell	9,240 -1,492	-14%	-$385K	0.41%	52
2025 Q4	$2.64M	Buy	+10,732	New	+$2.64M	0.46%	55
2025 Q1	–	Sell	-5,568	Closed	-$1.23M	–	257
2024 Q4	$1.23M	Sell	5,568 -3,869	-41%	-$882K	0.24%	69
2024 Q3	$2.08M	Buy	+9,437	New	+$2.02M	0.42%	44
2021 Q3	–	Sell	-34,081	Closed	-$7.82M	–	182
2021 Q2	$7.82M	Buy	34,081 +2,319	+7%	+$521K	2.32%	10
2021 Q1	$7.02M	Buy	+31,762	New	+$6.93M	2.23%	10

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

Delta Investment Management's IWM Position: Q1 2026 in Review

Delta Investment Management reduced its iShares Russell 2000 ETF (IWM) stake by 14% in Q1 2026, selling an estimated $385K and leaving 9,240 shares worth $2.29M. The position accounts for 0.41% of the portfolio, ranked #52.

Delta Investment Management first reported a position in IWM in Q1 2021 and has held it in 6 quarters since. The position peaked at $7.82M in Q2 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Delta Investment Management held 9,240 shares of iShares Russell 2000 ETF worth $2.29M as of Q1 2026.
Delta Investment Management sold 1,492 iShares Russell 2000 ETF shares in Q1 2026, an estimated $385K.
iShares Russell 2000 ETF made up 0.41% of Delta Investment Management's portfolio in Q1 2026, its #52 holding.
Delta Investment Management first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 6 quarters since.
Delta Investment Management's iShares Russell 2000 ETF position peaked at $7.82M in Q2 2021.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Delta Investment Management's 13F filing for Q1 2026, filed 13 May 2026.