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Peak Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Peak 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
2020
Q4 		– Sell
-100
Closed -$15K – 151
2020
Q3 		$15K Buy
+100
New +$15K ﹤0.01% 139

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

Peak Asset Management's IWM Position: Q1 2026 in Review

Peak Asset Management reduced its iShares Russell 2000 ETF (IWM) stake by 1.6% in Q1 2026, selling an estimated $67.8K and leaving 16,429 shares worth $4.07M. The position accounts for 0.72% of the portfolio, ranked #33.

Peak Asset Management first reported a position in IWM in Q4 2014 and has held it in 46 quarters since. The position peaked at $6.96M in Q1 2015. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Peak Asset Management held 16,429 shares of iShares Russell 2000 ETF worth $4.07M as of Q1 2026.
  • Peak Asset Management sold 263 iShares Russell 2000 ETF shares in Q1 2026, an estimated $67.8K.
  • iShares Russell 2000 ETF made up 0.72% of Peak Asset Management's portfolio in Q1 2026, its #33 holding.
  • Peak Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2014 and has held it in 46 quarters since.
  • Peak Asset Management's iShares Russell 2000 ETF position peaked at $6.96M in Q1 2015.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Peak Asset Management's 13F filing for Q1 2026, filed 15 May 2026.