P8IP
IWM icon

Pier 88 Investment Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Pier 88 Investment Partners’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 		$397K Sell
1,600
-500
-24% -$129K 0.1% 88
2025
Q4 		$517K Buy
2,100
+200
+11% +$49.2K 0.12% 85
2025
Q3 		$460K Buy
+1,900
New +$436K 0.09% 96
2025
Q1 		– Sell
-2,100
Closed -$464K – 107
2024
Q4 		$464K Buy
+2,100
New +$479K 0.09% 83

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

Pier 88 Investment Partners's IWM Position: Q1 2026 in Review

Pier 88 Investment Partners reduced its iShares Russell 2000 ETF (IWM) stake by 24% in Q1 2026, selling an estimated $129K and leaving 1,600 shares worth $397K. The position accounts for 0.1% of the portfolio, ranked #88.

Pier 88 Investment Partners first reported a position in IWM in Q4 2024 and has held it in 4 quarters since. The position peaked at $517K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Pier 88 Investment Partners held 1,600 shares of iShares Russell 2000 ETF worth $397K as of Q1 2026.
  • Pier 88 Investment Partners sold 500 iShares Russell 2000 ETF shares in Q1 2026, an estimated $129K.
  • iShares Russell 2000 ETF made up 0.1% of Pier 88 Investment Partners's portfolio in Q1 2026, its #88 holding.
  • Pier 88 Investment Partners first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 4 quarters since.
  • Pier 88 Investment Partners's iShares Russell 2000 ETF position peaked at $517K in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Pier 88 Investment Partners's 13F filing for Q1 2026, filed 11 May 2026.