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Smart Portfolios LLC’s iShares Russell 2000 ETF IWM Stock Holding History

Smart Portfolios LLC’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 		$372K Buy
1,500
+13
+0.9% +$3.35K 0.37% 78
2025
Q4 		$366K Buy
1,487
+99
+7% +$24.3K 0.36% 80
2025
Q3 		$336K Buy
1,388
+50
+4% +$11.5K 0.32% 81
2025
Q2 		$289K Buy
+1,338
New +$269K 0.29% 89
2019
Q2 		– Sell
-307
Closed -$47K – 122
2019
Q1 		$47K Buy
+307
New +$46.1K 0.04% 97

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

Smart Portfolios LLC's IWM Position: Q1 2026 in Review

Smart Portfolios LLC increased its iShares Russell 2000 ETF (IWM) stake by 0.87% in Q1 2026, buying an estimated $3.35K and bringing the position to 1,500 shares worth $372K. The position accounts for 0.37% of the portfolio, ranked #78.

Smart Portfolios LLC first reported a position in IWM in Q1 2019 and has held it in 5 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Smart Portfolios LLC held 1,500 shares of iShares Russell 2000 ETF worth $372K as of Q1 2026.
  • Smart Portfolios LLC bought 13 iShares Russell 2000 ETF shares in Q1 2026, an estimated $3.35K.
  • iShares Russell 2000 ETF made up 0.37% of Smart Portfolios LLC's portfolio in Q1 2026, its #78 holding.
  • Smart Portfolios LLC first reported a position in iShares Russell 2000 ETF in Q1 2019 and has held it in 5 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Smart Portfolios LLC's 13F filing for Q1 2026, filed 1 May 2026.