Rakuten Securities’s iShares Russell 2000 ETF IWM Stock Holding History

Rakuten Securities’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	$85.3K	Sell	344 -67	-16%	-$17.3K	0.04%	191
2025 Q4	$101K	Buy	411 +94	+30%	+$23.1K	0.03%	175
2025 Q3	$76.7K	Sell	317 -1,439	-82%	-$330K	0.03%	205
2025 Q2	$379K	Sell	1,756 -69	-4%	-$13.9K	0.15%	84
2025 Q1	$364K	Buy	1,825 +494	+37%	+$107K	0.18%	80
2024 Q4	$294K	Sell	1,331 -162	-11%	-$36.9K	0.12%	83
2024 Q3	$330K	Buy	1,493 +268	+22%	+$57.3K	0.14%	63
2024 Q2	$249K	Buy	1,225 +512	+72%	+$103K	0.11%	83
2024 Q1	$150K	Buy	+713	New	+$142K	0.07%	106

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

Rakuten Securities's IWM Position: Q1 2026 in Review

Rakuten Securities reduced its iShares Russell 2000 ETF (IWM) stake by 16% in Q1 2026, selling an estimated $17.3K and leaving 344 shares worth $85.3K. The position accounts for 0.04% of the portfolio, ranked #191.

Rakuten Securities first reported a position in IWM in Q1 2024 and has held it in 9 quarters since. The position peaked at $379K in Q2 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Rakuten Securities held 344 shares of iShares Russell 2000 ETF worth $85.3K as of Q1 2026.
Rakuten Securities sold 67 iShares Russell 2000 ETF shares in Q1 2026, an estimated $17.3K.
iShares Russell 2000 ETF made up 0.04% of Rakuten Securities's portfolio in Q1 2026, its #191 holding.
Rakuten Securities first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 9 quarters since.
Rakuten Securities's iShares Russell 2000 ETF position peaked at $379K in Q2 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Rakuten Securities's 13F filing for Q1 2026, filed 1 May 2026.