Osaic Holdings
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Osaic Holdings’s iShares Russell 2000 ETF IWM Stock Holding History

Osaic Holdings’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 		$148M Buy
598,480
+59,061
+11% +$15.2M 0.22% 90
2025
Q4 		$133M Sell
539,419
-350
-0.1% -$86K 0.19% 97
2025
Q3 		$129M Buy
539,769
+77,858
+17% +$17.9M 0.18% 110
2025
Q2 		$99.7M Buy
461,911
+25,467
+6% +$5.12M 0.18% 116
2025
Q1 		$87.1M Buy
436,444
+1,509
+0.3% +$327K 0.19% 99
2024
Q4 		$96.2M Buy
434,935
+887
+0.2% +$202K 0.22% 89
2024
Q3 		$95.9M Sell
434,048
-98,202
-18% -$21M 0.22% 87
2024
Q2 		$108M Sell
532,250
-114,497
-18% -$23.1M 0.26% 74
2024
Q1 		$136M Sell
646,747
-231,468
-26% -$46.2M 0.3% 56
2023
Q4 		$176M Sell
878,215
-275,004
-24% -$49.3M 0.31% 60
2023
Q3 		$204M Buy
1,153,219
+403,707
+54% +$75.8M 0.3% 67
2023
Q2 		$140M Buy
749,512
+2,420
+0.3% +$431K 0.25% 86
2023
Q1 		$133M Buy
747,092
+23,008
+3% +$4.24M 0.25% 86
2022
Q4 		$126M Sell
724,084
-3,002
-0.4% -$534K 0.26% 85
2022
Q3 		$120M Buy
727,086
+14,927
+2% +$2.72M 0.27% 72
2022
Q2 		$121M Sell
712,159
-193,600
-21% -$35.7M 0.27% 74
2022
Q1 		$182M Sell
905,759
-131,168
-13% -$26.8M 0.35% 46
2021
Q4 		$231M Buy
1,036,927
+8,844
+0.9% +$2M 0.44% 37
2021
Q3 		$225M Buy
1,028,083
+131,177
+15% +$29.1M 0.47% 32
2021
Q2 		$206M Buy
896,906
+69,859
+8% +$15.7M 0.45% 36
2021
Q1 		$183M Buy
827,047
+307,292
+59% +$67.1M 0.44% 36
2020
Q4 		$102M Buy
519,755
+2,021
+0.4% +$354K 0.27% 76
2020
Q3 		$77.6M Sell
517,734
-41,313
-7% -$6.22M 0.23% 90
2020
Q2 		$80.1M Sell
559,047
-456,240
-45% -$59.9M 0.27% 77
2020
Q1 		$56.3M Buy
+1,015,287
New +$151M 0.23% 92

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

Osaic Holdings's IWM Position: Q1 2026 in Review

Osaic Holdings increased its iShares Russell 2000 ETF (IWM) stake by 11% in Q1 2026, buying an estimated $15.2M and bringing the position to 598,480 shares worth $148M. The position accounts for 0.22% of the portfolio, ranked #90.

Osaic Holdings first reported a position in IWM in Q1 2020 and has held it in 25 quarters since. The position peaked at $231M in Q4 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Osaic Holdings held 598,480 shares of iShares Russell 2000 ETF worth $148M as of Q1 2026.
  • Osaic Holdings bought 59,061 iShares Russell 2000 ETF shares in Q1 2026, an estimated $15.2M.
  • iShares Russell 2000 ETF made up 0.22% of Osaic Holdings's portfolio in Q1 2026, its #90 holding.
  • Osaic Holdings first reported a position in iShares Russell 2000 ETF in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's iShares Russell 2000 ETF position peaked at $231M in Q4 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.