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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
-50,000
Closed -$12.3M – 310
2025
Q4 		$12.3M Sell
50,000
-150,000
-75% -$36.9M 0.2% 154
2025
Q3 		$48.4M Buy
+200,000
New +$45.9M 0.66% 47
2025
Q1 		– Sell
-110,000
Closed -$24.3M – 259
2024
Q4 		$24.3M Buy
+110,000
New +$25.1M 0.58% 60
2024
Q1 		– Sell
-150,000
Closed -$30.1M – 281
2023
Q4 		$30.1M Buy
150,000
+50,000
+50% +$8.96M 0.76% 36
2023
Q3 		$17.7M Buy
+100,000
New +$18.8M 0.5% 72
2023
Q1 		– Sell
-400,000
Closed -$69.7M – 255
2022
Q4 		$69.7M Buy
+400,000
New +$71.1M 1.9% 5
2022
Q1 		– Sell
-100,000
Closed -$22.2M – 301
2021
Q4 		$22.2M Buy
100,000
+50,000
+100% +$11.3M 0.48% 69
2021
Q3 		$10.9M Buy
+50,000
New +$11.1M 0.19% 154
2021
Q2 		– Sell
-60,000
Closed -$13.3M – 390
2021
Q1 		$13.3M Buy
+60,000
New +$13.1M 0.17% 154
2020
Q3 		– Sell
-100,000
Closed -$14.3M – 272
2020
Q2 		$14.3M Buy
+100,000
New +$13.1M 0.41% 88
2019
Q3 		– Sell
-200,000
Closed -$31.1M – 158
2019
Q2 		$31.1M Buy
+200,000
New +$30.8M 0.89% 37
2018
Q2 		– Sell
-200,000
Closed -$30.4M – 326
2018
Q1 		$30.4M Hold
200,000
– – 0.28% 104
2017
Q4 		$30.5M Buy
200,000
+50,000
+33% +$7.51M 0.29% 115
2017
Q3 		$22.2M Sell
150,000
-1,250,000
-89% -$176M 0.23% 118
2017
Q2 		$197M Buy
+1,400,000
New +$194M 2.12% 3

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

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. 2,568 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.
  • 2,568 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.