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Rathbones Group’s iShares Russell 2000 ETF IWM Stock Holding History

Rathbones Group’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 		$8.5M Buy
34,275
+2,545
+8% +$656K 0.03% 169
2025
Q4 		$7.81M Buy
31,730
+1,255
+4% +$309K 0.03% 175
2025
Q3 		$7.37M Sell
30,475
-1,348
-4% -$309K 0.03% 179
2025
Q2 		$6.87M Buy
31,823
+805
+3% +$162K 0.03% 180
2025
Q1 		$6.19M Buy
31,018
+8,578
+38% +$1.86M 0.03% 178
2024
Q4 		$4.96M Buy
22,440
+2,331
+12% +$531K 0.02% 199
2024
Q3 		$4.44M Buy
20,109
+537
+3% +$115K 0.02% 203
2024
Q2 		$3.97M Buy
19,572
+2,580
+15% +$521K 0.02% 206
2024
Q1 		$3.57M Buy
16,992
+1,450
+9% +$289K 0.02% 213
2023
Q4 		$3.12M Sell
15,542
-210
-1% -$37.6K 0.02% 214
2023
Q3 		$2.78M Buy
15,752
+1,876
+14% +$352K 0.02% 229
2023
Q2 		$2.6M Sell
13,876
-2,052
-13% -$366K 0.02% 186
2023
Q1 		$2.84M Sell
15,928
-1,332
-8% -$245K 0.03% 178
2022
Q4 		$3.01M Buy
17,260
+1,264
+8% +$225K 0.03% 174
2022
Q3 		$2.64M Sell
15,996
-5,685
-26% -$1.04M 0.03% 182
2022
Q2 		$3.67M Sell
21,681
-747
-3% -$138K 0.04% 169
2022
Q1 		$4.6M Sell
22,428
-1,682
-7% -$343K 0.05% 161
2021
Q4 		$5.36M Sell
24,110
-4,353
-15% -$984K 0.05% 160
2021
Q3 		$6.23M Sell
28,463
-932
-3% -$207K 0.07% 147
2021
Q2 		$6.74M Buy
29,395
+5,409
+23% +$1.22M 0.07% 141
2021
Q1 		$5.3M Buy
23,986
+2,080
+9% +$454K 0.07% 143
2020
Q4 		$4.29M Buy
21,906
+4,125
+23% +$722K 0.06% 145
2020
Q3 		$2.66M Buy
17,781
+582
+3% +$87.6K 0.05% 163
2020
Q2 		$2.46M Buy
17,199
+234
+1% +$30.7K 0.05% 154
2020
Q1 		$1.94M Hold
16,965
– – 0.06% 142
2019
Q4 		$2.81M Buy
16,965
+220
+1% +$34.8K 0.07% 132
2019
Q3 		$2.53M Sell
16,745
-21
-0.1% -$3.21K 0.07% 136
2019
Q2 		$2.61M Buy
16,766
+482
+3% +$74.3K 0.08% 128
2019
Q1 		$2.49M Sell
16,284
-306
-2% -$46K 0.08% 129
2018
Q4 		$2.22M Sell
16,590
-141
-0.8% -$21K 0.09% 125
2018
Q3 		$2.82M Buy
16,731
+2,225
+15% +$376K 0.1% 115
2018
Q2 		$2.38M Buy
14,506
+1,000
+7% +$160K 0.09% 119
2018
Q1 		$2.05M Buy
13,506
+113
+0.8% +$17.5K 0.08% 129
2017
Q4 		$2.04M Sell
13,393
-115
-0.9% -$17.3K 0.08% 131
2017
Q3 		$2M Buy
13,508
+1,182
+10% +$166K 0.09% 128
2017
Q2 		$1.74M Sell
12,326
-1,372
-10% -$190K 0.08% 136
2017
Q1 		$1.88M Buy
13,698
+3,060
+29% +$418K 0.09% 128
2016
Q4 		$1.44M Buy
10,638
+1,171
+12% +$150K 0.07% 131
2016
Q3 		$1.18M Sell
9,467
-125
-1% -$15.2K 0.06% 139
2016
Q2 		$1.1M Sell
9,592
-2,520
-21% -$284K 0.06% 136
2016
Q1 		$1.34M Sell
12,112
-193
-2% -$20K 0.08% 121
2015
Q4 		$1.25M Buy
12,305
+2,354
+24% +$272K 0.08% 125
2015
Q3 		$1.09M Hold
9,951
– – 0.07% 134
2015
Q2 		$1.24M Buy
9,951
+590
+6% +$73.7K 0.08% 134
2015
Q1 		$1.16M Buy
9,361
+212
+2% +$25.6K 0.08% 132
2014
Q4 		$1.09M Buy
9,149
+761
+9% +$87K 0.07% 143
2014
Q3 		$917K Sell
8,388
-840
-9% -$96.1K 0.06% 148
2014
Q2 		$1.1M Sell
9,228
-320
-3% -$36.3K 0.08% 134
2014
Q1 		$1.11M Buy
+9,548
New +$1.1M 0.09% 132
2013
Q4 		– Sell
-2,308
Closed -$246K – 240
2013
Q3 		$246K Buy
+2,308
New +$239K 0.03% 225

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

Rathbones Group's IWM Position: Q1 2026 in Review

Rathbones Group increased its iShares Russell 2000 ETF (IWM) stake by 8% in Q1 2026, buying an estimated $656K and bringing the position to 34,275 shares worth $8.5M. The position accounts for 0.03% of the portfolio, ranked #169.

Rathbones Group first reported a position in IWM in Q3 2013 and has held it in 50 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Rathbones Group held 34,275 shares of iShares Russell 2000 ETF worth $8.5M as of Q1 2026.
  • Rathbones Group bought 2,545 iShares Russell 2000 ETF shares in Q1 2026, an estimated $656K.
  • iShares Russell 2000 ETF made up 0.03% of Rathbones Group's portfolio in Q1 2026, its #169 holding.
  • Rathbones Group first reported a position in iShares Russell 2000 ETF in Q3 2013 and has held it in 50 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Rathbones Group's 13F filing for Q1 2026, filed 12 May 2026.