Fidelity Investments’s iShares Russell 2000 ETF IWM Stock Holding History

Fidelity Investments’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
2015 Q1	–	Sell	-3,300	Closed	-$3.95M	–	2771
2014 Q4	$3.95M	Sell	3,300 -61,200	-95%	-$7M	﹤0.01%	2299
2014 Q3	$7.05M	Sell	64,500 -300	-0.5%	-$34.3K	﹤0.01%	2119
2014 Q2	$7.67M	Buy	+64,800	New	+$7.36M	﹤0.01%	2136

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 $303B AUM 53.02% 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

Fidelity Investments's IWM Position: Q1 2026 in Review

Fidelity Investments increased its iShares Russell 2000 ETF (IWM) stake by 34% in Q1 2026, buying an estimated $191M and bringing the position to 2,933,912 shares worth $728M. The position accounts for 0.04% of the portfolio, ranked #386.

Fidelity Investments first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. 2,569 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Fidelity Investments held 2,933,912 shares of iShares Russell 2000 ETF worth $728M as of Q1 2026.
Fidelity Investments bought 741,080 iShares Russell 2000 ETF shares in Q1 2026, an estimated $191M.
iShares Russell 2000 ETF made up 0.04% of Fidelity Investments's portfolio in Q1 2026, its #386 holding.
Fidelity Investments first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
2,569 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.