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 		$8.8M Sell
35,500
-114,500
-76% -$29.5M 0.01% 1038
2025
Q4 		$36.9M Sell
150,000
-77,200
-34% -$19M 0.03% 431
2025
Q3 		$55M Sell
227,200
-246,500
-52% -$56.6M 0.06% 290
2025
Q2 		$102M Sell
473,700
-279,200
-37% -$56.2M 0.12% 163
2025
Q1 		$150M Buy
752,900
+62,200
+9% +$13.5M 0.19% 85
2024
Q4 		$153M Buy
690,700
+577,800
+512% +$132M 0.18% 88
2024
Q3 		$24.9M Buy
112,900
+71,200
+171% +$15.2M 0.03% 446
2024
Q2 		$8.46M Sell
41,700
-393,700
-90% -$79.6M 0.01% 809
2024
Q1 		$90.1M Buy
435,400
+112,600
+35% +$22.5M 0.14% 141
2023
Q4 		$64.8M Buy
322,800
+35,800
+12% +$6.41M 0.11% 186
2023
Q3 		$50.7M Sell
287,000
-402,100
-58% -$75.5M 0.1% 204
2023
Q2 		$129M Sell
689,100
-165,400
-19% -$29.5M 0.25% 76
2023
Q1 		$152M Sell
854,500
-310,800
-27% -$57.2M 0.32% 57
2022
Q4 		$203M Buy
1,165,300
+840,800
+259% +$150M 0.46% 36
2022
Q3 		$53.5M Buy
+324,500
New +$59.2M 0.12% 176
2022
Q2 		– Sell
-331,500
Closed -$68M – 3645
2022
Q1 		$68M Sell
331,500
-13,900
-4% -$2.84M 0.13% 165
2021
Q4 		$76.8M Sell
345,400
-808,300
-70% -$183M 0.14% 136
2021
Q3 		$252M Buy
1,153,700
+490,700
+74% +$109M 1.05% 5
2021
Q2 		$152M Sell
663,000
-253,800
-28% -$57.1M 0.69% 11
2021
Q1 		$203M Buy
916,800
+384,800
+72% +$84M 0.93% 9
2020
Q4 		$104M Sell
532,000
-1,469,400
-73% -$257M 0.57% 30
2020
Q3 		$347M Buy
2,001,400
+1,171,400
+141% +$176M 2.22% 2
2020
Q2 		$131M Buy
830,000
+521,200
+169% +$68.4M 0.92% 17
2020
Q1 		$38M Buy
308,800
+270,000
+696% +$40.3M 0.38% 56
2019
Q4 		$6.54M Sell
38,800
-283,800
-88% -$44.9M 0.04% 433
2019
Q3 		$51M Buy
+322,600
New +$49.3M 0.4% 51

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.