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Nicholas Investment Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Nicholas Investment Partners’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 		$1.09M Sell
4,415
-707
-14% -$182K 0.08% 177
2025
Q4 		$1.26M Sell
5,122
-17,762
-78% -$4.37M 0.09% 168
2025
Q3 		$5.54M Sell
22,884
-6,435
-22% -$1.48M 0.42% 81
2025
Q2 		$6.33M Buy
+29,319
New +$5.9M 0.56% 61
2025
Q1 		– Sell
-47,331
Closed -$10.5M – 216
2024
Q4 		$10.5M Buy
47,331
+28,882
+157% +$6.59M 0.92% 29
2024
Q3 		$4.08M Buy
+18,449
New +$3.95M 0.37% 103
2022
Q1 		– Sell
-9,314
Closed -$2.07M – 199
2021
Q4 		$2.07M Buy
+9,314
New +$2.1M 0.13% 158
2021
Q1 		– Sell
-6,822
Closed -$1.34M – 200
2020
Q4 		$1.34M Buy
6,822
+3,202
+88% +$560K 0.1% 147
2020
Q3 		$542K Buy
3,620
+688
+23% +$104K 0.06% 154
2020
Q2 		$420K Buy
+2,932
New +$385K 0.09% 161
2015
Q2 		– Sell
-3,053
Closed -$380K – 321
2015
Q1 		$380K Sell
3,053
-7,424
-71% -$895K 0.02% 301
2014
Q4 		$1.25M Buy
+10,477
New +$1.2M 0.08% 280

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

Nicholas Investment Partners's IWM Position: Q1 2026 in Review

Nicholas Investment Partners reduced its iShares Russell 2000 ETF (IWM) stake by 14% in Q1 2026, selling an estimated $182K and leaving 4,415 shares worth $1.09M. The position accounts for 0.08% of the portfolio, ranked #177.

Nicholas Investment Partners first reported a position in IWM in Q4 2014 and has held it in 12 quarters since. The position peaked at $10.5M in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Nicholas Investment Partners held 4,415 shares of iShares Russell 2000 ETF worth $1.09M as of Q1 2026.
  • Nicholas Investment Partners sold 707 iShares Russell 2000 ETF shares in Q1 2026, an estimated $182K.
  • iShares Russell 2000 ETF made up 0.08% of Nicholas Investment Partners's portfolio in Q1 2026, its #177 holding.
  • Nicholas Investment Partners first reported a position in iShares Russell 2000 ETF in Q4 2014 and has held it in 12 quarters since.
  • Nicholas Investment Partners's iShares Russell 2000 ETF position peaked at $10.5M in Q4 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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