DZ Bank’s iShares Russell 2000 ETF IWM Stock Holding History

DZ Bank’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	$444K	Buy	+1,790	New	+$462K	﹤0.01%	819
2025 Q4	–	Sell	-30,818	Closed	-$7.46M	–	1013
2025 Q3	$7.46M	Sell	30,818 -14,091	-31%	-$3.23M	0.01%	444
2025 Q2	$9.69M	Buy	44,909 +29,107	+184%	+$5.86M	0.01%	384
2025 Q1	$3.15M	Buy	15,802 +8,000	+103%	+$1.74M	﹤0.01%	512
2024 Q4	$1.72M	Buy	7,802 +6,919	+784%	+$1.58M	﹤0.01%	584
2024 Q3	$195K	Hold	883	–	–	﹤0.01%	839
2024 Q2	$179K	Hold	883	–	–	﹤0.01%	875
2024 Q1	$186K	Sell	883 -142	-14%	-$28.3K	﹤0.01%	883
2023 Q4	$206K	Buy	+1,025	New	+$184K	﹤0.01%	830
2023 Q3	–	Sell	-18,721	Closed	-$3.51M	–	1024
2023 Q2	$3.51M	Buy	18,721 +11,457	+158%	+$2.04M	0.01%	507
2023 Q1	$1.3M	Hold	7,264	–	–	﹤0.01%	632
2022 Q4	$1.27M	Hold	7,264	–	–	﹤0.01%	661
2022 Q3	$1.2M	Hold	7,264	–	–	﹤0.01%	660
2022 Q2	$1.23M	Hold	7,264	–	–	﹤0.01%	690
2022 Q1	$1.49M	Sell	7,264 -1,405	-16%	-$287K	﹤0.01%	673
2021 Q4	$1.93M	Hold	8,669	–	–	﹤0.01%	646
2021 Q3	$1.9M	Hold	8,669	–	–	﹤0.01%	613
2021 Q2	$1.99M	Sell	8,669 -233,938	-96%	-$52.6M	﹤0.01%	602
2021 Q1	$53.6M	Buy	+242,607	New	+$53M	0.1%	147

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

DZ Bank's IWM Position: Q1 2026 in Review

DZ Bank opened a new position in iShares Russell 2000 ETF (IWM) in Q1 2026: 1,790 shares worth $444K. The stake represents ﹤0.01% of the portfolio and ranks #819 among its holdings. This is a return to the name: DZ Bank previously reported a position in IWM as recently as Q3 2025.

DZ Bank first reported a position in IWM in Q1 2021 and has held it in 19 quarters since. The position peaked at $53.6M in Q1 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

DZ Bank held 1,790 shares of iShares Russell 2000 ETF worth $444K as of Q1 2026.
iShares Russell 2000 ETF was a new DZ Bank position in Q1 2026.
iShares Russell 2000 ETF made up ﹤0.01% of DZ Bank's portfolio in Q1 2026, its #819 holding.
DZ Bank first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 19 quarters since.
DZ Bank's iShares Russell 2000 ETF position peaked at $53.6M in Q1 2021.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on DZ Bank's 13F filing for Q1 2026, filed 15 May 2026.