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

Empirical 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	$2.28M	Buy	9,179 +296	+3%	+$76.4K	0.6%	28
2025 Q4	$2.19M	Sell	8,883 -39	-0.4%	-$9.59K	0.62%	28
2025 Q3	$2.16M	Buy	8,922 +103	+1%	+$23.6K	0.6%	27
2025 Q2	$1.9M	Buy	8,819 +1,057	+14%	+$213K	0.59%	36
2025 Q1	$1.55M	Sell	7,762 -736	-9%	-$160K	0.53%	44
2024 Q4	$1.88M	Buy	8,498 +402	+5%	+$91.7K	0.62%	31
2024 Q3	$1.79M	Buy	8,096 +3,146	+64%	+$673K	0.64%	34
2024 Q2	$1M	Sell	4,950 -55,617	-92%	-$11.2M	0.38%	67
2024 Q1	$263K	Buy	+60,567	New	+$12.1M	0.13%	219
2022 Q1	–	Sell	-909	Closed	-$202K	–	169
2021 Q4	$202K	Buy	+909	New	+$205K	0.2%	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

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

Empirical Asset Management increased its iShares Russell 2000 ETF (IWM) stake by 3.3% in Q1 2026, buying an estimated $76.4K and bringing the position to 9,179 shares worth $2.28M. The position accounts for 0.6% of the portfolio, ranked #28.

Empirical Asset Management first reported a position in IWM in Q4 2021 and has held it in 10 quarters since. 2,569 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Empirical Asset Management held 9,179 shares of iShares Russell 2000 ETF worth $2.28M as of Q1 2026.
Empirical Asset Management bought 296 iShares Russell 2000 ETF shares in Q1 2026, an estimated $76.4K.
iShares Russell 2000 ETF made up 0.6% of Empirical Asset Management's portfolio in Q1 2026, its #28 holding.
Empirical Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 10 quarters since.
2,569 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.