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

Redwood 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 		$8.44M Buy
34,019
+3,807
+13% +$982K 1.05% 18
2025
Q4 		$7.44M Buy
30,212
+4,066
+16% +$1,000K 0.84% 17
2025
Q3 		$6.33M Buy
26,146
+4,599
+21% +$1.06M 0.69% 17
2025
Q2 		$4.65M Sell
21,547
-446,624
-95% -$89.9M 0.49% 37
2025
Q1 		$93.4M Sell
468,171
-155,441
-25% -$33.7M 10.13% 1
2024
Q4 		$138M Sell
623,612
-24,381
-4% -$5.56M 13.44% 1
2024
Q3 		$143M Buy
+647,993
New +$139M 12.67% 1

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

Redwood Investment Management's IWM Position: Q1 2026 in Review

Redwood Investment Management increased its iShares Russell 2000 ETF (IWM) stake by 13% in Q1 2026, buying an estimated $982K and bringing the position to 34,019 shares worth $8.44M. The position accounts for 1.05% of the portfolio, ranked #18.

Redwood Investment Management first reported a position in IWM in Q3 2024 and has held it in 7 quarters since. The position peaked at $143M in Q3 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Redwood Investment Management held 34,019 shares of iShares Russell 2000 ETF worth $8.44M as of Q1 2026.
  • Redwood Investment Management bought 3,807 iShares Russell 2000 ETF shares in Q1 2026, an estimated $982K.
  • iShares Russell 2000 ETF made up 1.05% of Redwood Investment Management's portfolio in Q1 2026, its #18 holding.
  • Redwood Investment Management first reported a position in iShares Russell 2000 ETF in Q3 2024 and has held it in 7 quarters since.
  • Redwood Investment Management's iShares Russell 2000 ETF position peaked at $143M in Q3 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Redwood Investment Management's 13F filing for Q1 2026, filed 14 May 2026.