O'Shaughnessy Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

O'Shaughnessy Asset 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
2026 Q1	$1.66M	Buy	+6,700	New	+$1.73M	0.01%	956

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

O'Shaughnessy Asset Management's IWM Position: Q1 2026 in Review

O'Shaughnessy Asset Management increased its iShares Russell 2000 ETF (IWM) stake by 11% in Q1 2026, buying an estimated $1.28M and bringing the position to 49,814 shares worth $12.4M. The position accounts for 0.06% of the portfolio, ranked #337.

O'Shaughnessy Asset Management first reported a position in IWM in Q2 2020 and has held it in 24 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

O'Shaughnessy Asset Management held 49,814 shares of iShares Russell 2000 ETF worth $12.4M as of Q1 2026.
O'Shaughnessy Asset Management bought 4,969 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.28M.
iShares Russell 2000 ETF made up 0.06% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #337 holding.
O'Shaughnessy Asset Management first reported a position in iShares Russell 2000 ETF in Q2 2020 and has held it in 24 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.