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Shufro Rose & Co’s iShares Russell 2000 ETF IWM Stock Holding History

Shufro Rose & Co’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 		$245K Sell
988
-62
-6% -$16K 0.02% 258
2025
Q4 		$258K Buy
+1,050
New +$258K 0.02% 249
2024
Q1 		– Sell
-10,419
Closed -$1.84M – 323
2023
Q4 		$1.84M Sell
10,419
-91
-0.9% -$16.3K 0.17% 72
2023
Q3 		$1.86M Buy
10,510
+822
+8% +$154K 0.18% 72
2023
Q2 		$1.81M Buy
9,688
+476
+5% +$84.9K 0.17% 74
2023
Q1 		$1.64M Buy
9,212
+1,251
+16% +$230K 0.15% 81
2022
Q4 		$1.39M Sell
7,961
-1,311
-14% -$233K 0.12% 95
2022
Q3 		$1.53M Buy
9,272
+54
+0.6% +$9.85K 0.15% 83
2022
Q2 		$1.56M Buy
9,218
+374
+4% +$68.9K 0.14% 85
2022
Q1 		$1.81M Buy
8,844
+180
+2% +$36.7K 0.14% 85
2021
Q4 		$1.93M Buy
8,664
+2,903
+50% +$656K 0.14% 87
2021
Q3 		$1.26M Buy
5,761
+196
+4% +$43.5K 0.1% 102
2021
Q2 		$1.28M Sell
5,565
-638
-10% -$143K 0.1% 100
2021
Q1 		$1.37M Buy
6,203
+85
+1% +$18.6K 0.11% 93
2020
Q4 		$1.2M Buy
6,118
+177
+3% +$31K 0.1% 97
2020
Q3 		$890K Buy
+5,941
New +$894K 0.09% 109

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

Shufro Rose & Co's IWM Position: Q1 2026 in Review

Shufro Rose & Co reduced its iShares Russell 2000 ETF (IWM) stake by 5.9% in Q1 2026, selling an estimated $16K and leaving 988 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #258.

Shufro Rose & Co first reported a position in IWM in Q3 2020 and has held it in 16 quarters since. The position peaked at $1.93M in Q4 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Shufro Rose & Co held 988 shares of iShares Russell 2000 ETF worth $245K as of Q1 2026.
  • Shufro Rose & Co sold 62 iShares Russell 2000 ETF shares in Q1 2026, an estimated $16K.
  • iShares Russell 2000 ETF made up 0.02% of Shufro Rose & Co's portfolio in Q1 2026, its #258 holding.
  • Shufro Rose & Co first reported a position in iShares Russell 2000 ETF in Q3 2020 and has held it in 16 quarters since.
  • Shufro Rose & Co's iShares Russell 2000 ETF position peaked at $1.93M in Q4 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.