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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
Q1 		– Sell
-200
Closed -$26 – 3379
2024
Q4 		$26 Hold
200
– – ﹤0.01% 3272
2024
Q3 		$429 Buy
+200
New +$42.8K ﹤0.01% 3117

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

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.