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

SP 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
-1,337
Closed -$329K – 126
2025
Q4 		$329K Hold
1,337
– – 0.03% 108
2025
Q3 		$323K Buy
1,337
+4
+0.3% +$918 0.03% 110
2025
Q2 		$288K Buy
1,333
+4
+0.3% +$805 0.02% 110
2025
Q1 		$265K Buy
1,329
+3
+0.2% +$651 0.02% 104
2024
Q4 		$293K Buy
1,326
+4
+0.3% +$912 0.02% 106
2024
Q3 		$292K Buy
1,322
+4
+0.3% +$856 0.02% 107
2024
Q2 		$267K Buy
1,318
+4
+0.3% +$808 0.02% 112
2024
Q1 		$276K Buy
1,314
+3
+0.2% +$598 0.03% 103
2023
Q4 		$263K Buy
1,311
+11
+0.8% +$1.97K 0.03% 104
2023
Q3 		$230K Hold
1,300
– – 0.03% 107
2023
Q2 		$243K Buy
1,300
+4
+0.3% +$713 0.03% 105
2023
Q1 		$231K Buy
1,296
+4
+0.3% +$736 0.03% 107
2022
Q4 		$225K Buy
1,292
+6
+0.5% +$1.07K 0.03% 102
2022
Q3 		$212K Buy
1,286
+7
+0.5% +$1.28K 0.03% 103
2022
Q2 		$217K Buy
1,279
+4
+0.3% +$737 0.03% 107
2022
Q1 		$262K Buy
1,275
+2
+0.2% +$408 0.03% 109
2021
Q4 		$259K Buy
1,273
+4
+0.3% +$904 0.03% 109
2021
Q3 		$284K Buy
1,269
+4
+0.3% +$887 0.03% 112
2021
Q2 		$275K Buy
1,265
+2
+0.2% +$450 0.03% 107
2021
Q1 		$282K Buy
1,263
+2
+0.2% +$437 0.04% 98
2020
Q4 		$279K Sell
1,261
-90
-7% -$15.7K 0.04% 92
2020
Q3 		$223K Buy
+1,351
New +$203K 0.03% 91
2020
Q1 		– Sell
-1,248
Closed -$207K – 83
2019
Q4 		$207K Buy
+1,248
New +$197K 0.05% 77

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

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

SP Asset Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 1,337 shares — an estimated $329K sold.

SP Asset Management first reported a position in IWM in Q4 2019 and held it in 23 quarters. The position peaked at $329K in Q4 2025. 2,569 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • SP Asset Management reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
  • SP Asset Management sold 1,337 iShares Russell 2000 ETF shares in Q1 2026, an estimated $329K.
  • SP Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2019 and held it in 23 quarters.
  • SP Asset Management's iShares Russell 2000 ETF position peaked at $329K in Q4 2025.
  • 2,569 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on SP Asset Management's 13F filing for Q1 2026, filed 7 May 2026.