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

Ramirez 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 		$24.8K Hold
100
– – ﹤0.01% 278
2025
Q4 		$24.6K Hold
100
– – ﹤0.01% 314
2025
Q3 		$24.2K Hold
100
– – ﹤0.01% 320
2025
Q2 		$21.6K Hold
100
– – ﹤0.01% 311
2025
Q1 		$19.9K Hold
100
– – ﹤0.01% 335
2024
Q4 		$22.1K Hold
100
– – ﹤0.01% 329
2024
Q3 		$22.1K Hold
100
– – ﹤0.01% 334
2024
Q2 		$20.3K Hold
100
– – ﹤0.01% 339
2024
Q1 		$21K Hold
100
– – ﹤0.01% 338
2023
Q4 		$20.1K Hold
100
– – ﹤0.01% 334
2023
Q3 		$17.7K Buy
+100
New +$18.8K ﹤0.01% 336

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

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

Ramirez Asset Management held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 100 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

Ramirez Asset Management first reported a position in IWM in Q3 2023 and has held it in 11 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Ramirez Asset Management held 100 shares of iShares Russell 2000 ETF worth $24.8K as of Q1 2026.
  • Ramirez Asset Management left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 ETF made up ﹤0.01% of Ramirez Asset Management's portfolio in Q1 2026, its #278 holding.
  • Ramirez Asset Management first reported a position in iShares Russell 2000 ETF in Q3 2023 and has held it in 11 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Ramirez Asset Management's 13F filing for Q1 2026, filed 12 May 2026.