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 		$69.1M Sell
278,800
-494,600
-64% -$128M 0.07% 262
2025
Q4 		$190M Buy
773,400
+538,500
+229% +$132M 0.17% 90
2025
Q3 		$56.8M Sell
234,900
-33,400
-12% -$7.66M 0.06% 284
2025
Q2 		$57.9M Sell
268,300
-48,000
-15% -$9.66M 0.07% 264
2025
Q1 		$63.1M Sell
316,300
-81,800
-21% -$17.7M 0.08% 220
2024
Q4 		$88M Buy
398,100
+84,500
+27% +$19.3M 0.11% 178
2024
Q3 		$69.3M Buy
313,600
+153,600
+96% +$32.9M 0.08% 213
2024
Q2 		$32.5M Sell
160,000
-512,000
-76% -$103M 0.04% 358
2024
Q1 		$139M Buy
672,000
+5,400
+0.8% +$1.08M 0.21% 88
2023
Q4 		$134M Buy
666,600
+507,500
+319% +$90.9M 0.23% 81
2023
Q3 		$28.1M Sell
159,100
-651,400
-80% -$122M 0.06% 336
2023
Q2 		$152M Buy
810,500
+183,900
+29% +$32.8M 0.3% 62
2023
Q1 		$112M Sell
626,600
-655,500
-51% -$121M 0.24% 87
2022
Q4 		$224M Buy
1,282,100
+686,500
+115% +$122M 0.5% 25
2022
Q3 		$98.2M Buy
595,600
+593,600
+29,680% +$108M 0.22% 90
2022
Q2 		$338K Sell
2,000
-51,700
-96% -$9.53M ﹤0.01% 2976
2022
Q1 		$11M Sell
53,700
-81,200
-60% -$16.6M 0.02% 811
2021
Q4 		$30M Sell
134,900
-476,100
-78% -$108M 0.06% 353
2021
Q3 		$134M Buy
611,000
+22,200
+4% +$4.92M 0.56% 18
2021
Q2 		$135M Sell
588,800
-114,700
-16% -$25.8M 0.61% 15
2021
Q1 		$155M Sell
703,500
-462,200
-40% -$101M 0.71% 18
2020
Q4 		$229M Buy
1,165,700
+72,200
+7% +$12.6M 1.24% 9
2020
Q3 		$190M Buy
1,093,500
+559,300
+105% +$84.1M 1.21% 11
2020
Q2 		$84.1M Buy
534,200
+350,400
+191% +$46M 0.59% 28
2020
Q1 		$22.6M Sell
183,800
-100,600
-35% -$15M 0.23% 99
2019
Q4 		$47.9M Buy
284,400
+226,600
+392% +$35.8M 0.33% 61
2019
Q3 		$9.14M Sell
57,800
-30,500
-35% -$4.66M 0.07% 321
2019
Q2 		$13.3M Buy
+88,300
New +$13.6M 0.11% 211

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.