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

Scopus 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	–	Sell	-27,221	Closed	-$7.02M	–	311
2025 Q4	$6.7M	Sell	27,221 -80,779	-75%	-$19.9M	0.11%	210
2025 Q3	$26.1M	Buy	+108,000	New	+$24.8M	0.35%	102
2023 Q4	–	Sell	-56,165	Closed	-$10.1M	–	271
2023 Q3	$9.9M	Buy	+56,165	New	+$10.5M	0.28%	108
2013 Q3	–	Sell	-5,500,000	Closed	-$534M	–	196
2013 Q2	$534M	Buy	+5,500,000	New	+$525M	14.78%	1

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Scopus Asset Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 27,221 shares — an estimated $7.02M sold.

Scopus Asset Management first reported a position in IWM in Q2 2013 and held it in 4 quarters. The position peaked at $534M in Q2 2013. 2,591 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Scopus Asset Management reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
Scopus Asset Management sold 27,221 iShares Russell 2000 ETF shares in Q1 2026, an estimated $7.02M.
Scopus Asset Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 4 quarters.
Scopus Asset Management's iShares Russell 2000 ETF position peaked at $534M in Q2 2013.
2,591 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Scopus Asset Management's 13F filing for Q1 2026, filed 15 May 2026.