Jennison Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Jennison Associates’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
2020 Q2	–	Sell	-170,000	Closed	-$19.5M	–	668
2020 Q1	$19.5M	Buy	+170,000	New	+$25.3M	0.02%	256
2017 Q2	–	Sell	-1,000,000	Closed	-$137M	–	649
2017 Q1	$137M	Buy	+1,000,000	New	+$137M	0.15%	110
2016 Q3	–	Sell	-500,000	Closed	-$57.5M	–	671
2016 Q2	$57.5M	Buy	+500,000	New	+$56.4M	0.06%	258
2014 Q2	–	Sell	-1,000,000	Closed	-$116M	–	739
2014 Q1	$116M	Buy	+1,000,000	New	+$115M	0.11%	183
2013 Q4	–	Sell	-2,000,000	Closed	-$213M	–	720
2013 Q3	$213M	Buy	2,000,000 +1,000,000	+100%	+$103M	0.22%	96
2013 Q2	$97.2M	Buy	+1,000,000	New	+$95.5M	0.11%	185

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

Jennison Associates's IWM Position: Q1 2026 in Review

Jennison Associates sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 19,201 shares — an estimated $4.73M sold.

Jennison Associates first reported a position in IWM in Q4 2025 and held it in 1 quarter. The position peaked at $4.73M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Jennison Associates reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
Jennison Associates sold 19,201 iShares Russell 2000 ETF shares in Q1 2026, an estimated $4.73M.
Jennison Associates first reported a position in iShares Russell 2000 ETF in Q4 2025 and held it in 1 quarter.
Jennison Associates's iShares Russell 2000 ETF position peaked at $4.73M in Q4 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Jennison Associates's 13F filing for Q1 2026, filed 6 May 2026.