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Nut Tree Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Nut Tree Capital Management’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
2022
Q3 		– Sell
-2,925,000
Closed -$495M – 13
2022
Q2 		$495M Buy
2,925,000
+975,000
+50% +$180M 55.81% 1
2022
Q1 		$400M Buy
+1,950,000
New +$398M 43.33% 1
2019
Q4 		– Sell
-430,000
Closed -$65.1M – 12
2019
Q3 		$65.1M Buy
+430,000
New +$65.7M 19.94% 2

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

Nut Tree Capital Management's IWM Position: Q1 2026 in Review

Nut Tree Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 13,100 shares — an estimated $3.22M sold.

Nut Tree Capital Management first reported a position in IWM in Q4 2025 and held it in 1 quarter. The position peaked at $3.22M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Nut Tree Capital Management reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
  • Nut Tree Capital Management sold 13,100 iShares Russell 2000 ETF shares in Q1 2026, an estimated $3.22M.
  • Nut Tree Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2025 and held it in 1 quarter.
  • Nut Tree Capital Management's iShares Russell 2000 ETF position peaked at $3.22M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Nut Tree Capital Management's 13F filing for Q1 2026, filed 15 May 2026.