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SSI Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

SSI Investment 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 		$5.06M Sell
20,406
-47
-0.2% -$12.1K 0.35% 107
2025
Q4 		$5.03M Buy
20,453
+17
+0.1% +$4.18K 0.34% 108
2025
Q3 		$4.94M Buy
20,436
+368
+2% +$84.4K 0.34% 100
2025
Q2 		$4.33M Buy
+20,068
New +$4.04M 0.31% 114
2022
Q2 		– Sell
-23,910
Closed -$4.91M – 309
2022
Q1 		$4.91M Buy
23,910
+41
+0.2% +$8.36K 0.27% 106
2021
Q4 		$5.31M Buy
23,869
+9,599
+67% +$2.17M 0.31% 90
2021
Q3 		$3.12M Buy
14,270
+630
+5% +$140K 0.19% 127
2021
Q2 		$3.13M Sell
13,640
-2,857
-17% -$642K 0.2% 130
2021
Q1 		$3.64M Sell
16,497
-605
-4% -$132K 0.26% 100
2020
Q4 		$3.35M Sell
17,102
-2,049
-11% -$359K 0.24% 85
2020
Q3 		$2.87M Sell
19,151
-11,317
-37% -$1.7M 0.25% 88
2020
Q2 		$4.36M Buy
+30,468
New +$4M 0.38% 72
2016
Q1 		– Sell
-2,489
Closed -$281K – 275
2015
Q4 		$281K Sell
2,489
-718
-22% -$82.8K 0.03% 231
2015
Q3 		$351K Sell
3,207
-13
-0.4% -$1.54K 0.04% 209
2015
Q2 		$401K Buy
+3,220
New +$402K 0.04% 211
2015
Q1 		– Sell
-2,100
Closed -$252K – 322
2014
Q4 		$252K Sell
2,100
-435
-17% -$49.7K 0.03% 311
2014
Q3 		$277K Buy
2,535
+379
+18% +$43.4K 0.03% 317
2014
Q2 		$256K Sell
2,156
-835
-28% -$94.8K 0.02% 341
2014
Q1 		$348K Sell
2,991
-420
-12% -$48.5K 0.04% 300
2013
Q4 		$393K Buy
+3,411
New +$377K 0.03% 347

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

SSI Investment Management's IWM Position: Q1 2026 in Review

SSI Investment Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.23% in Q1 2026, selling an estimated $12.1K and leaving 20,406 shares worth $5.06M. The position accounts for 0.35% of the portfolio, ranked #107.

SSI Investment Management first reported a position in IWM in Q4 2013 and has held it in 20 quarters since. The position peaked at $5.31M in Q4 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • SSI Investment Management held 20,406 shares of iShares Russell 2000 ETF worth $5.06M as of Q1 2026.
  • SSI Investment Management sold 47 iShares Russell 2000 ETF shares in Q1 2026, an estimated $12.1K.
  • iShares Russell 2000 ETF made up 0.35% of SSI Investment Management's portfolio in Q1 2026, its #107 holding.
  • SSI Investment Management first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 20 quarters since.
  • SSI Investment Management's iShares Russell 2000 ETF position peaked at $5.31M in Q4 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on SSI Investment Management's 13F filing for Q1 2026, filed 14 May 2026.