Engineers Gate Manager’s iShares Russell 2000 ETF IWM Stock Holding History

Engineers Gate Manager’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	–	Sell	-4,117	Closed	-$1.01M	–	2366
2025 Q4	$1.01M	Buy	4,117 +2,938	+249%	+$722K	0.01%	1033
2025 Q3	$285K	Sell	1,179 -6,596	-85%	-$1.51M	﹤0.01%	1766
2025 Q2	$1.68M	Buy	+7,775	New	+$1.56M	0.02%	830
2020 Q2	–	Sell	-25,882	Closed	-$2.96M	–	1840
2020 Q1	$2.96M	Buy	+25,882	New	+$3.86M	0.21%	94

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

Engineers Gate Manager's IWM Position: Q1 2026 in Review

Engineers Gate Manager sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 4,117 shares — an estimated $1.01M sold.

Engineers Gate Manager first reported a position in IWM in Q1 2020 and held it in 4 quarters. The position peaked at $2.96M in Q1 2020. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Engineers Gate Manager reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
Engineers Gate Manager sold 4,117 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.01M.
Engineers Gate Manager first reported a position in iShares Russell 2000 ETF in Q1 2020 and held it in 4 quarters.
Engineers Gate Manager's iShares Russell 2000 ETF position peaked at $2.96M in Q1 2020.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Engineers Gate Manager's 13F filing for Q1 2026, filed 15 May 2026.