Rice Hall James & Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Rice Hall James & Associates’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	–	Sell	-17,402	Closed	-$4.28M	–	252
2025 Q4	$4.28M	Buy	+17,402	New	+$4.28M	0.24%	94
2024 Q1	–	Sell	-7,834	Closed	-$1.57M	–	265
2023 Q4	$1.57M	Buy	+7,834	New	+$1.4M	0.09%	193
2023 Q1	–	Sell	-11,198	Closed	-$1.95M	–	266
2022 Q4	$1.95M	Buy	+11,198	New	+$1.99M	0.11%	191
2020 Q1	–	Sell	-4,858	Closed	-$805K	–	275
2019 Q4	$805K	Buy	4,858 +403	+9%	+$63.7K	0.03%	238
2019 Q3	$674K	Hold	4,455	–	–	0.02%	240
2019 Q2	$693K	Sell	4,455 -400	-8%	-$61.7K	0.02%	248
2019 Q1	$743K	Sell	4,855 -4,349	-47%	-$654K	0.02%	258
2018 Q4	$1.23M	Buy	9,204 +4,919	+115%	+$734K	0.04%	237
2018 Q3	$722K	Sell	4,285 -350	-8%	-$59.1K	0.03%	263
2018 Q2	$759K	Hold	4,635	–	–	0.03%	259
2018 Q1	$704K	Hold	4,635	–	–	0.03%	255
2017 Q4	$707K	Buy	+4,635	New	+$696K	0.03%	265

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

Rice Hall James & Associates's IWM Position: Q1 2026 in Review

Rice Hall James & Associates sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 17,402 shares — an estimated $4.28M sold.

Rice Hall James & Associates first reported a position in IWM in Q4 2017 and held it in 12 quarters. The position peaked at $4.28M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Rice Hall James & Associates reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
Rice Hall James & Associates sold 17,402 iShares Russell 2000 ETF shares in Q1 2026, an estimated $4.28M.
Rice Hall James & Associates first reported a position in iShares Russell 2000 ETF in Q4 2017 and held it in 12 quarters.
Rice Hall James & Associates's iShares Russell 2000 ETF position peaked at $4.28M in Q4 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Rice Hall James & Associates's 13F filing for Q1 2026, filed 15 May 2026.