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

Southernsun 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	–	Sell	-8,800	Closed	-$2.17M	–	32
2025 Q4	$2.17M	Buy	+8,800	New	+$2.16M	0.3%	32
2025 Q1	–	Sell	-10,186	Closed	-$2.25M	–	31
2024 Q4	$2.25M	Buy	+10,186	New	+$2.32M	0.28%	30
2024 Q1	–	Sell	-31,350	Closed	-$6.29M	–	28
2023 Q4	$6.29M	Buy	+31,350	New	+$5.62M	0.73%	24
2022 Q1	–	Sell	-2,169	Closed	-$482K	–	33
2021 Q4	$482K	Buy	+2,169	New	+$490K	0.05%	33
2021 Q1	–	Sell	-1,784	Closed	-$350K	–	37
2020 Q4	$350K	Buy	+1,784	New	+$312K	0.04%	38
2020 Q1	–	Sell	-6,649	Closed	-$1.1M	–	35
2019 Q4	$1.1M	Buy	+6,649	New	+$1.05M	0.1%	32
2019 Q1	–	Sell	-18,394	Closed	-$2.46M	–	33
2018 Q4	$2.46M	Buy	+18,394	New	+$2.74M	0.18%	34
2018 Q1	–	Sell	-33,334	Closed	-$5.08M	–	36
2017 Q4	$5.08M	Buy	+33,334	New	+$5.01M	0.13%	34
2017 Q1	–	Sell	-25,848	Closed	-$3.49M	–	35
2016 Q4	$3.49M	Buy	+25,848	New	+$3.3M	0.09%	33
2016 Q2	–	Sell	-27,730	Closed	-$3.07M	–	37
2016 Q1	$3.07M	Sell	27,730 -321,695	-92%	-$33.3M	0.08%	34
2015 Q4	$39.4M	Buy	349,425 +335,060	+2,332%	+$38.6M	0.95%	30
2015 Q3	$1.57M	Buy	+14,365	New	+$1.7M	0.03%	42
2015 Q1	–	Sell	-110,755	Closed	-$13.2M	–	39
2014 Q4	$13.2M	Buy	+110,755	New	+$12.7M	0.26%	39
2014 Q1	–	Sell	-25,340	Closed	-$2.92M	–	34
2013 Q4	$2.92M	Buy	+25,340	New	+$2.8M	0.06%	34

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Southernsun Asset Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 8,800 shares — an estimated $2.17M sold.

Southernsun Asset Management first reported a position in IWM in Q4 2013 and held it in 14 quarters. The position peaked at $39.4M in Q4 2015. 2,579 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Southernsun Asset Management reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
Southernsun Asset Management sold 8,800 iShares Russell 2000 ETF shares in Q1 2026, an estimated $2.17M.
Southernsun Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2013 and held it in 14 quarters.
Southernsun Asset Management's iShares Russell 2000 ETF position peaked at $39.4M in Q4 2015.
2,579 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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