SC
IWM icon

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

Sierra 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
2026
Q1 		$8.31M Sell
33,507
-1,489
-4% -$384K 0.91% 32
2025
Q4 		$8.62M Buy
34,996
+7
+0% +$1.72K 0.91% 30
2025
Q3 		$8.47M Sell
34,989
-214
-0.6% -$49.1K 0.93% 30
2025
Q2 		$7.6M Sell
35,203
-6,374
-15% -$1.28M 0.88% 35
2025
Q1 		$8.29M Sell
41,577
-3,714
-8% -$806K 1% 29
2024
Q4 		$10M Sell
45,291
-13,486
-23% -$3.07M 1.19% 22
2024
Q3 		$13M Sell
58,777
-156
-0.3% -$33.4K 1.55% 18
2024
Q2 		$12M Sell
58,933
-6,236
-10% -$1.26M 1.6% 19
2024
Q1 		$13.7M Sell
65,169
-839
-1% -$167K 1.79% 13
2023
Q4 		$13.2M Buy
66,008
+162
+0.2% +$29K 1.94% 12
2023
Q3 		$11.6M Hold
65,846
– – 1.87% 12
2023
Q2 		$12.3M Sell
65,846
-14,638
-18% -$2.61M 1.95% 13
2023
Q1 		$14.4M Sell
80,484
-9,011
-10% -$1.66M 2.33% 9
2022
Q4 		$15.6M Buy
89,495
+9,399
+12% +$1.67M 2.67% 8
2022
Q3 		$13.2M Buy
80,096
+2,466
+3% +$450K 2.46% 9
2022
Q2 		$13.1M Buy
77,630
+1,671
+2% +$308K 2.38% 8
2022
Q1 		$15.6M Sell
75,959
-2,151
-3% -$439K 2.46% 8
2021
Q4 		$17.4M Sell
78,110
-1,665
-2% -$376K 2.59% 8
2021
Q3 		$18.2M Buy
79,775
+1,814
+2% +$402K 3.06% 5
2021
Q2 		$17.9M Sell
77,961
-70
-0.1% -$15.7K 3.32% 5
2021
Q1 		$17.2M Buy
+78,031
New +$17M 3.23% 5

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

Sierra Capital's IWM Position: Q1 2026 in Review

Sierra Capital reduced its iShares Russell 2000 ETF (IWM) stake by 4.3% in Q1 2026, selling an estimated $384K and leaving 33,507 shares worth $8.31M. The position accounts for 0.91% of the portfolio, ranked #32.

Sierra Capital first reported a position in IWM in Q1 2021 and has held it in 21 quarters since. The position peaked at $18.2M in Q3 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Sierra Capital held 33,507 shares of iShares Russell 2000 ETF worth $8.31M as of Q1 2026.
  • Sierra Capital sold 1,489 iShares Russell 2000 ETF shares in Q1 2026, an estimated $384K.
  • iShares Russell 2000 ETF made up 0.91% of Sierra Capital's portfolio in Q1 2026, its #32 holding.
  • Sierra Capital first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 21 quarters since.
  • Sierra Capital's iShares Russell 2000 ETF position peaked at $18.2M in Q3 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Sierra Capital's 13F filing for Q1 2026, filed 15 May 2026.