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Ironwood Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Ironwood Investment 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 		$1.8M Sell
7,244
-18,228
-72% -$4.7M 0.75% 40
2025
Q4 		$6.27M Buy
25,472
+901
+4% +$222K 2.64% 4
2025
Q3 		$5.95M Sell
24,571
-7,815
-24% -$1.79M 2.59% 4
2025
Q2 		$6.99M Sell
32,386
-2,552
-7% -$514K 3.4% 3
2025
Q1 		$6.97M Sell
34,938
-4,568
-12% -$991K 3.8% 3
2024
Q4 		$8.73M Buy
39,506
+2,861
+8% +$652K 4.35% 2
2024
Q3 		$8.09M Buy
36,645
+3,021
+9% +$646K 3.94% 3
2024
Q2 		$6.82M Buy
+33,624
New +$6.8M 3.65% 3
2024
Q1 		– Sell
-2,141
Closed -$430K – 175
2023
Q4 		$430K Buy
+2,141
New +$384K 0.23% 104
2023
Q3 		– Sell
-1,330
Closed -$249K – 167
2023
Q2 		$249K Sell
1,330
-2,298
-63% -$410K 0.14% 137
2023
Q1 		$647K Sell
3,628
-3,735
-51% -$688K 0.4% 82
2022
Q4 		$1.28M Buy
7,363
+5,335
+263% +$949K 0.85% 39
2022
Q3 		$334K Buy
+2,028
New +$370K 0.23% 120
2022
Q1 		– Sell
-2,646
Closed -$589K – 174
2021
Q4 		$589K Buy
+2,646
New +$598K 0.29% 110
2021
Q1 		– Sell
-1,167
Closed -$229K – 172
2020
Q4 		$229K Buy
+1,167
New +$204K 0.13% 151
2020
Q1 		– Sell
-2,953
Closed -$489K – 165
2019
Q4 		$489K Buy
+2,953
New +$467K 0.34% 102
2019
Q1 		– Sell
-4,759
Closed -$637K – 154
2018
Q4 		$637K Buy
+4,759
New +$710K 0.59% 59
2018
Q1 		– Sell
-2,870
Closed -$438K – 161
2017
Q4 		$438K Buy
+2,870
New +$431K 0.31% 117
2017
Q1 		– Sell
-3,420
Closed -$461K – 165
2016
Q4 		$461K Buy
+3,420
New +$437K 0.34% 107

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 $6.73T AUM 46.02% 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 $303B AUM 53.02% 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

Ironwood Investment Management's IWM Position: Q1 2026 in Review

Ironwood Investment Management reduced its iShares Russell 2000 ETF (IWM) stake by 72% in Q1 2026, selling an estimated $4.7M and leaving 7,244 shares worth $1.8M. The position accounts for 0.75% of the portfolio, ranked #40.

Ironwood Investment Management first reported a position in IWM in Q4 2016 and has held it in 19 quarters since. The position peaked at $8.73M in Q4 2024. 2,574 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Ironwood Investment Management held 7,244 shares of iShares Russell 2000 ETF worth $1.8M as of Q1 2026.
  • Ironwood Investment Management sold 18,228 iShares Russell 2000 ETF shares in Q1 2026, an estimated $4.7M.
  • iShares Russell 2000 ETF made up 0.75% of Ironwood Investment Management's portfolio in Q1 2026, its #40 holding.
  • Ironwood Investment Management first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 19 quarters since.
  • Ironwood Investment Management's iShares Russell 2000 ETF position peaked at $8.73M in Q4 2024.
  • 2,574 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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