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Red Cedar Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Red Cedar Investment 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 		$12.1M Sell
48,622
-1,050
-2% -$271K 1.25% 18
2025
Q4 		$12.2M Buy
49,672
+167
+0.3% +$41.1K 1.32% 17
2025
Q3 		$12M Buy
49,505
+136
+0.3% +$31.2K 1.4% 16
2025
Q2 		$10.7M Sell
49,369
-159,532
-76% -$32.1M 1.34% 16
2025
Q1 		$41.7M Sell
208,901
-21,894
-9% -$4.75M 5.77% 4
2024
Q4 		$51M Buy
230,795
+56,146
+32% +$12.8M 6.41% 4
2024
Q3 		$38.6M Sell
174,649
-340
-0.2% -$72.8K 4.89% 4
2024
Q2 		$35.5M Buy
174,989
+3,195
+2% +$646K 4.84% 4
2024
Q1 		$36.1M Buy
171,794
+44,392
+35% +$8.86M 4.51% 4
2023
Q4 		$25.6M Buy
127,402
+644
+0.5% +$115K 3.68% 6
2023
Q3 		$22.4M Hold
126,758
– – 3.43% 6
2023
Q2 		$23.7M Buy
126,758
+206
+0.2% +$36.7K 3.61% 6
2023
Q1 		$22.6M Buy
126,552
+417
+0.3% +$76.8K 3.49% 6
2022
Q4 		$22M Sell
126,135
-1,573
-1% -$280K 3.47% 6
2022
Q3 		$21.1M Hold
127,708
– – 3.6% 7
2022
Q2 		$21.6M Sell
127,708
-1,243
-1% -$229K 3.54% 6
2022
Q1 		$26.5M Sell
128,951
-31,558
-20% -$6.44M 3.69% 7
2021
Q4 		$35.7M Buy
160,509
+616
+0.4% +$139K 4.27% 6
2021
Q3 		$35M Sell
159,893
-14,740
-8% -$3.27M 4.57% 6
2021
Q2 		$40.1M Buy
174,633
+883
+0.5% +$199K 5.32% 6
2021
Q1 		$38.4M Buy
+173,750
New +$37.9M 4.97% 6

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 $303B AUM 53.02% 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

Red Cedar Investment Management's IWM Position: Q1 2026 in Review

Red Cedar Investment Management reduced its iShares Russell 2000 ETF (IWM) stake by 2.1% in Q1 2026, selling an estimated $271K and leaving 48,622 shares worth $12.1M. The position accounts for 1.25% of the portfolio, ranked #18.

Red Cedar Investment Management first reported a position in IWM in Q1 2021 and has held it in 21 quarters since. The position peaked at $51M in Q4 2024. 2,570 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Red Cedar Investment Management held 48,622 shares of iShares Russell 2000 ETF worth $12.1M as of Q1 2026.
  • Red Cedar Investment Management sold 1,050 iShares Russell 2000 ETF shares in Q1 2026, an estimated $271K.
  • iShares Russell 2000 ETF made up 1.25% of Red Cedar Investment Management's portfolio in Q1 2026, its #18 holding.
  • Red Cedar Investment Management first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 21 quarters since.
  • Red Cedar Investment Management's iShares Russell 2000 ETF position peaked at $51M in Q4 2024.
  • 2,570 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Red Cedar Investment Management's 13F filing for Q1 2026, filed 30 Apr 2026.