Marshall Wace
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Marshall Wace’s iShares Russell 2000 ETF IWM Stock Holding History

Marshall Wace’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 		– Sell
-301,844
Closed -$77.9M – 3456
2025
Q4 		$74.3M Buy
301,844
+46,313
+18% +$11.4M 0.07% 245
2025
Q3 		$61.8M Buy
+255,531
New +$58.6M 0.06% 267
2025
Q1 		– Sell
-14,335
Closed -$3.11M – 2857
2024
Q4 		$3.17M Buy
14,335
+8,613
+151% +$1.96M ﹤0.01% 1262
2024
Q3 		$1.26M Buy
5,722
+3,176
+125% +$680K ﹤0.01% 1553
2024
Q2 		$517K Sell
2,546
-60,654
-96% -$12.3M ﹤0.01% 1946
2024
Q1 		$13.3M Sell
63,200
-314,776
-83% -$62.8M 0.02% 649
2023
Q4 		$75.9M Buy
+377,976
New +$67.7M 0.13% 159
2023
Q3 		– Sell
-482,040
Closed -$90.5M – 2444
2023
Q2 		$90.3M Buy
482,040
+461,355
+2,230% +$82.3M 0.18% 119
2023
Q1 		$3.69M Sell
20,685
-162,706
-89% -$30M 0.01% 1142
2022
Q4 		$32M Buy
183,391
+126,109
+220% +$22.4M 0.07% 311
2022
Q3 		$9.45M Buy
+57,282
New +$10.4M 0.02% 928
2022
Q1 		– Sell
-223,700
Closed -$45.6M – 3666
2021
Q4 		$49.8M Buy
223,700
+186,886
+508% +$42.2M 0.09% 212
2021
Q3 		$8.05M Buy
+36,814
New +$8.16M 0.03% 681
2021
Q1 		– Sell
-4,724
Closed -$1.03M – 2665
2020
Q4 		$926K Sell
4,724
-2,409
-34% -$422K 0.01% 1241
2020
Q3 		$1.07M Sell
7,133
-35,610
-83% -$5.36M 0.01% 1010
2020
Q2 		$6.12M Sell
42,743
-122,261
-74% -$16M 0.04% 412
2020
Q1 		$18.9M Buy
165,004
+156,976
+1,955% +$23.4M 0.19% 123
2019
Q4 		$1.33M Buy
8,028
+6,337
+375% +$1M 0.01% 913
2019
Q3 		$256K Buy
+1,691
New +$258K ﹤0.01% 1239
2019
Q2 		– Sell
-12,547
Closed -$1.93M – 1580
2019
Q1 		$1.92M Buy
+12,547
New +$1.89M 0.02% 748

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

Marshall Wace's IWM Position: Q1 2026 in Review

Marshall Wace sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 301,844 shares — an estimated $77.9M sold.

Marshall Wace first reported a position in IWM in Q1 2019 and held it in 20 quarters. The position peaked at $90.3M in Q2 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Marshall Wace reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
  • Marshall Wace sold 301,844 iShares Russell 2000 ETF shares in Q1 2026, an estimated $77.9M.
  • Marshall Wace first reported a position in iShares Russell 2000 ETF in Q1 2019 and held it in 20 quarters.
  • Marshall Wace's iShares Russell 2000 ETF position peaked at $90.3M in Q2 2023.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.