Smartleaf Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Smartleaf Asset Management’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	$1.21M	Sell	5,043 -596	-11%	-$154K	0.04%	360
2025 Q4	$1.4M	Buy	5,639 +3,910	+226%	+$961K	0.05%	303
2025 Q3	$418K	Buy	1,729 +337	+24%	+$77.3K	0.03%	519
2025 Q2	$300K	Sell	1,392 -30	-2%	-$6.04K	0.03%	482
2025 Q1	$285K	Buy	1,422 +492	+53%	+$107K	0.03%	479
2024 Q4	$205K	Sell	930 -84	-8%	-$19.2K	0.02%	533
2024 Q3	$223K	Buy	1,014 +102	+11%	+$21.8K	0.03%	463
2024 Q2	$184K	Buy	912 +1	+0.1%	+$202	0.03%	404
2024 Q1	$191K	Buy	911 +821	+912%	+$164K	0.04%	372
2023 Q4	$18.4K	Buy	+90	New	+$16.1K	﹤0.01%	682

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

Smartleaf Asset Management's IWM Position: Q1 2026 in Review

Smartleaf Asset Management reduced its iShares Russell 2000 ETF (IWM) stake by 11% in Q1 2026, selling an estimated $154K and leaving 5,043 shares worth $1.21M. The position accounts for 0.04% of the portfolio, ranked #360.

Smartleaf Asset Management first reported a position in IWM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.4M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Smartleaf Asset Management held 5,043 shares of iShares Russell 2000 ETF worth $1.21M as of Q1 2026.
Smartleaf Asset Management sold 596 iShares Russell 2000 ETF shares in Q1 2026, an estimated $154K.
iShares Russell 2000 ETF made up 0.04% of Smartleaf Asset Management's portfolio in Q1 2026, its #360 holding.
Smartleaf Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's iShares Russell 2000 ETF position peaked at $1.4M in Q4 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.