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 Q2	$12.7M	Buy	42,430 +536	+1%	+$151K	0.03%	741
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gotham Asset Management's IWM Position: Q2 2026 in Review

Gotham Asset Management increased its iShares Russell 2000 ETF (IWM) stake by 1.3% in Q2 2026, buying an estimated $151K and bringing the position to 42,430 shares worth $12.7M. The position accounts for 0.03% of the portfolio, ranked #741.

Gotham Asset Management first reported a position in IWM in Q2 2024 and has held it in 9 quarters since. 2,732 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Gotham Asset Management held 42,430 shares of iShares Russell 2000 ETF worth $12.7M as of Q2 2026.
Gotham Asset Management bought 536 iShares Russell 2000 ETF shares in Q2 2026, an estimated $151K.
iShares Russell 2000 ETF made up 0.03% of Gotham Asset Management's portfolio in Q2 2026, its #741 holding.
Gotham Asset Management first reported a position in iShares Russell 2000 ETF in Q2 2024 and has held it in 9 quarters since.
2,732 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.