GC
IWM icon

Guggenheim Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Guggenheim Capital’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
2014
Q3 		– Sell
-194,400
Closed -$23.1M – 3057
2014
Q2 		$23.1M Buy
194,400
+133,300
+218% +$15.1M 0.06% 591
2014
Q1 		$4.08M Sell
61,100
-13,900
-19% -$1.6M 0.01% 1247
2013
Q4 		$8.65M Buy
75,000
+8,800
+13% +$972K 0.03% 866
2013
Q3 		$7.06M Buy
+66,200
New +$6.85M 0.03% 946

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

Guggenheim Capital's IWM Position: Q1 2026 in Review

Guggenheim Capital increased its iShares Russell 2000 ETF (IWM) stake by 1.3% in Q1 2026, buying an estimated $54.2K and bringing the position to 15,954 shares worth $3.96M. The position accounts for 0.03% of the portfolio, ranked #500.

Guggenheim Capital first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $110M in Q1 2015. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Guggenheim Capital held 15,954 shares of iShares Russell 2000 ETF worth $3.96M as of Q1 2026.
  • Guggenheim Capital bought 210 iShares Russell 2000 ETF shares in Q1 2026, an estimated $54.2K.
  • iShares Russell 2000 ETF made up 0.03% of Guggenheim Capital's portfolio in Q1 2026, its #500 holding.
  • Guggenheim Capital first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
  • Guggenheim Capital's iShares Russell 2000 ETF position peaked at $110M in Q1 2015.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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