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Sepio Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Sepio Capital’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
2021
Q1 		– Sell
-45,000
Closed -$8.82M – 367
2020
Q4 		$8.82M Buy
45,000
+44,944
+80,257% +$7.86M 0.76% 29
2020
Q3 		$749K Buy
56
+6
+12% +$903 0.08% 203
2020
Q2 		$716K Buy
+50
New +$6.56K 0.08% 192

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

Sepio Capital's IWM Position: Q1 2026 in Review

Sepio Capital reduced its iShares Russell 2000 ETF (IWM) stake by 75% in Q1 2026, selling an estimated $3.57M and leaving 4,602 shares worth $1.14M. The position accounts for 0.06% of the portfolio, ranked #162.

Sepio Capital first reported a position in IWM in Q1 2019 and has held it in 28 quarters since. The position peaked at $6.55M in Q3 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Sepio Capital held 4,602 shares of iShares Russell 2000 ETF worth $1.14M as of Q1 2026.
  • Sepio Capital sold 13,852 iShares Russell 2000 ETF shares in Q1 2026, an estimated $3.57M.
  • iShares Russell 2000 ETF made up 0.06% of Sepio Capital's portfolio in Q1 2026, its #162 holding.
  • Sepio Capital first reported a position in iShares Russell 2000 ETF in Q1 2019 and has held it in 28 quarters since.
  • Sepio Capital's iShares Russell 2000 ETF position peaked at $6.55M in Q3 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Sepio Capital's 13F filing for Q1 2026, filed 13 May 2026.