SignatureFD’s iShares Russell 2000 ETF IWM Stock Holding History

SignatureFD’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
2025 Q4	–	Sell	-5,000	Closed	-$218K	–	3473
2025 Q3	$218K	Sell	5,000 -10,000	-67%	-$2.29M	﹤0.01%	918
2025 Q2	$393K	Hold	15,000	–	–	0.01%	646
2025 Q1	$275K	Buy	15,000 +4,500	+43%	+$976K	0.01%	745
2024 Q4	$386K	Sell	10,500 -4,500	-30%	-$1.03M	0.01%	609
2024 Q3	$563K	Hold	15,000	–	–	0.01%	485
2024 Q2	$405K	Hold	15,000	–	–	0.01%	568
2024 Q1	$530K	Buy	+15,000	New	+$2.99M	0.01%	487

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

SignatureFD's IWM Position: Q1 2026 in Review

SignatureFD increased its iShares Russell 2000 ETF (IWM) stake by 9.6% in Q1 2026, buying an estimated $97.2K and bringing the position to 4,311 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #379.

SignatureFD first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $79M in Q3 2018. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

SignatureFD held 4,311 shares of iShares Russell 2000 ETF worth $1.07M as of Q1 2026.
SignatureFD bought 377 iShares Russell 2000 ETF shares in Q1 2026, an estimated $97.2K.
iShares Russell 2000 ETF made up 0.02% of SignatureFD's portfolio in Q1 2026, its #379 holding.
SignatureFD first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
SignatureFD's iShares Russell 2000 ETF position peaked at $79M in Q3 2018.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.