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

Gotham 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 		$10.4M Buy
41,894
+7,027
+20% +$1.81M 0.03% 684
2025
Q4 		$8.58M Buy
34,867
+8,118
+30% +$2M 0.03% 676
2025
Q3 		$6.47M Buy
26,749
+11,873
+80% +$2.72M 0.03% 706
2025
Q2 		$3.21M Buy
14,876
+4,504
+43% +$906K 0.02% 783
2025
Q1 		$2.07M Buy
10,372
+733
+8% +$159K 0.02% 793
2024
Q4 		$2.13M Buy
9,639
+3,187
+49% +$727K 0.02% 707
2024
Q3 		$1.43M Buy
6,452
+47
+0.7% +$10.1K 0.01% 827
2024
Q2 		$1.3M Buy
+6,405
New +$1.29M 0.02% 810

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Gotham Asset Management increased its iShares Russell 2000 ETF (IWM) stake by 20% in Q1 2026, buying an estimated $1.81M and bringing the position to 41,894 shares worth $10.4M. The position accounts for 0.03% of the portfolio, ranked #684.

Gotham Asset Management first reported a position in IWM in Q2 2024 and has held it in 8 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Gotham Asset Management held 41,894 shares of iShares Russell 2000 ETF worth $10.4M as of Q1 2026.
  • Gotham Asset Management bought 7,027 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.81M.
  • iShares Russell 2000 ETF made up 0.03% of Gotham Asset Management's portfolio in Q1 2026, its #684 holding.
  • Gotham Asset Management first reported a position in iShares Russell 2000 ETF in Q2 2024 and has held it in 8 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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