Objectivity Squared’s iShares Russell 2000 ETF IWM Stock Holding History

Objectivity Squared’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	$331K	Sell	1,336 -7	-0.5%	-$1.81K	0.21%	41
2025 Q4	$331K	Buy	1,343 +4	+0.3%	+$983	0.19%	45
2025 Q3	$324K	Buy	1,339 +4	+0.3%	+$918	0.19%	43
2025 Q2	$288K	Sell	1,335 -16,694	-93%	-$3.36M	0.2%	43
2025 Q1	$3.32M	Buy	18,029 +1,357	+8%	+$294K	2.79%	9
2024 Q4	$3.62M	Buy	16,672 +188	+1%	+$42.9K	2.51%	13
2024 Q3	$3.58M	Buy	16,484 +407	+3%	+$87.1K	2.49%	13
2024 Q2	$3.61M	Buy	16,077 +1,048	+7%	+$212K	2.76%	12
2024 Q1	$3.02M	Buy	15,029 +5,153	+52%	+$1.03M	2.65%	11
2023 Q4	$1.98M	Buy	+9,876	New	+$1.77M	1.97%	14

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Objectivity Squared's IWM Position: Q1 2026 in Review

Objectivity Squared reduced its iShares Russell 2000 ETF (IWM) stake by 0.52% in Q1 2026, selling an estimated $1.81K and leaving 1,336 shares worth $331K. The position accounts for 0.21% of the portfolio, ranked #41.

Objectivity Squared first reported a position in IWM in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.62M in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Objectivity Squared held 1,336 shares of iShares Russell 2000 ETF worth $331K as of Q1 2026.
Objectivity Squared sold 7 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.81K.
iShares Russell 2000 ETF made up 0.21% of Objectivity Squared's portfolio in Q1 2026, its #41 holding.
Objectivity Squared first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
Objectivity Squared's iShares Russell 2000 ETF position peaked at $3.62M in Q4 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Objectivity Squared's 13F filing for Q1 2026, filed 13 May 2026.