Osaic Holdings
IWMW icon

Osaic Holdings’s iShares Russell 2000 BuyWrite ETF IWMW Stock Holding History

Osaic Holdings’s Portfolio IWMW Stock Details IWMW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$312K Buy
7,792
+858
+12% +$33K ﹤0.01% 4064
2026
Q1 		$259K Buy
6,934
+3,763
+119% +$146K ﹤0.01% 3932
2025
Q4 		$123K Buy
3,171
+479
+18% +$19.1K ﹤0.01% 4537
2025
Q3 		$109K Buy
2,692
+1,903
+241% +$75.6K ﹤0.01% 4709
2025
Q2 		$31.3K Buy
+789
New +$30.3K ﹤0.01% 5377
2025
Q1 		– Sell
-6,354
Closed -$280K – 7753
2024
Q4 		$280K Buy
+6,354
New +$294K ﹤0.01% 3298

Other funds holding IWMW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BCV
Banque Cantonale Vaudoise Lausanne, Switzerland $722M AUM 30.45% 1-Year Est. Return

Osaic Holdings's IWMW Position: Q2 2026 in Review

Osaic Holdings increased its iShares Russell 2000 BuyWrite ETF (IWMW) stake by 12% in Q2 2026, buying an estimated $33K and bringing the position to 7,792 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #4064.

Osaic Holdings first reported a position in IWMW in Q4 2024 and has held it in 6 quarters since. 8 funds tracked by Wall St. Rank hold IWMW as of Q2 2026.

  • Osaic Holdings held 7,792 shares of iShares Russell 2000 BuyWrite ETF worth $312K as of Q2 2026.
  • Osaic Holdings bought 858 iShares Russell 2000 BuyWrite ETF shares in Q2 2026, an estimated $33K.
  • iShares Russell 2000 BuyWrite ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4064 holding.
  • Osaic Holdings first reported a position in iShares Russell 2000 BuyWrite ETF in Q4 2024 and has held it in 6 quarters since.
  • 8 funds tracked by Wall St. Rank held iShares Russell 2000 BuyWrite ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.