Invesco’s iShares Russell 2000 ETF IWM Stock Holding History

Invesco’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
2024 Q4	–	Sell	-14,900	Closed	-$3.29M	–	3784
2024 Q3	$3.29M	Buy	14,900 +7,300	+96%	+$1.56M	﹤0.01%	2428
2024 Q2	$1.54M	Hold	7,600	–	–	﹤0.01%	2717
2024 Q1	$1.6M	Buy	+7,600	New	+$1.52M	﹤0.01%	2770
2020 Q1	–	Sell	-20,000	Closed	-$3.31M	–	3681
2019 Q4	$3.31M	Sell	20,000 -500	-2%	-$79K	﹤0.01%	2402
2019 Q3	$3.1M	Buy	20,500 +5,500	+37%	+$840K	﹤0.01%	2395
2019 Q2	$2.33M	Hold	15,000	–	–	﹤0.01%	2628
2019 Q1	$2.3M	Buy	+15,000	New	+$2.25M	﹤0.01%	2527

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

Invesco's IWM Position: Q1 2026 in Review

Invesco reduced its iShares Russell 2000 ETF (IWM) stake by 87% in Q1 2026, selling an estimated $4.28M and leaving 2,377 shares worth $589K. The position accounts for ﹤0.01% of the portfolio, ranked #3097.

Invesco first reported a position in IWM in Q2 2013 and has held it in 38 quarters since. The position peaked at $17M in Q3 2013. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Invesco held 2,377 shares of iShares Russell 2000 ETF worth $589K as of Q1 2026.
Invesco sold 16,611 iShares Russell 2000 ETF shares in Q1 2026, an estimated $4.28M.
iShares Russell 2000 ETF made up ﹤0.01% of Invesco's portfolio in Q1 2026, its #3097 holding.
Invesco first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 38 quarters since.
Invesco's iShares Russell 2000 ETF position peaked at $17M in Q3 2013.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Invesco's 13F filing for Q1 2026, filed 12 May 2026.