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SONA Asset Management (US)’s iShares Russell 2000 ETF IWM Stock Holding History

SONA Asset Management (US)’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
Q2 		$83.4M Buy
277,700
+177,700
+178% +$49.9M 1.75% 11
2026
Q1 		$24.8M Sell
100,000
-100,000
-50% -$25.8M 0.52% 34
2025
Q4 		$49.2M Buy
+200,000
New +$49.2M 1.12% 25
2025
Q3 		– Sell
-100,000
Closed -$21.6M – 161
2025
Q2 		$21.6M Buy
+100,000
New +$20.1M 0.61% 38
2024
Q4 		– Sell
-725,000
Closed -$160M – 105
2024
Q3 		$160M Buy
725,000
+481,500
+198% +$103M 3.66% 6
2024
Q2 		$49.4M Buy
+243,500
New +$49.2M 1.54% 13

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return