Engine Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Engine Capital 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	$10.5M	Hold	42,444	–	–	1.27%	18
2025 Q4	$10.4M	Sell	42,444 -9,000	-17%	-$2.21M	1.44%	15
2025 Q3	$12.4M	Buy	51,444 +25,000	+95%	+$5.74M	1.48%	14
2025 Q2	$5.71M	Hold	26,444	–	–	1.21%	16
2025 Q1	$5.28M	Hold	26,444	–	–	1%	20
2024 Q4	$5.84M	Sell	26,444 -10,000	-27%	-$2.28M	1.07%	20
2024 Q3	$8.05M	Buy	36,444 +13,494	+59%	+$2.89M	1.4%	22
2024 Q2	$4.66M	Hold	22,950	–	–	0.87%	25
2024 Q1	$4.83M	Sell	22,950 -10,000	-30%	-$1.99M	0.97%	21
2023 Q4	$6.61M	Sell	32,950 -56,000	-63%	-$10M	1.09%	18
2023 Q3	$15.7M	Hold	88,950	–	–	3.5%	12
2023 Q2	$16.7M	Sell	88,950 -60,000	-40%	-$10.7M	4.04%	10
2023 Q1	$26.6M	Buy	+148,950	New	+$27.4M	7.84%	6
2021 Q3	–	Sell	-351	Closed	-$81K	–	35
2021 Q2	$81K	Hold	351	–	–	0.03%	34
2021 Q1	$78K	Buy	+351	New	+$76.6K	0.02%	32

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

Engine Capital Management's IWM Position: Q1 2026 in Review

Engine Capital Management held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 42,444 shares worth $10.5M. The position accounts for 1.27% of the portfolio, ranked #18.

Engine Capital Management first reported a position in IWM in Q1 2021 and has held it in 15 quarters since. The position peaked at $26.6M in Q1 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Engine Capital Management held 42,444 shares of iShares Russell 2000 ETF worth $10.5M as of Q1 2026.
Engine Capital Management left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 1.27% of Engine Capital Management's portfolio in Q1 2026, its #18 holding.
Engine Capital Management first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 15 quarters since.
Engine Capital Management's iShares Russell 2000 ETF position peaked at $26.6M in Q1 2023.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Engine Capital Management's 13F filing for Q1 2026, filed 15 May 2026.