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StoneX Group’s iShares Russell 2000 ETF IWM Stock Holding History

StoneX Group’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 		$2.75M Sell
11,088
-11,483
-51% -$2.96M 0.15% 117
2025
Q4 		$5.57M Sell
22,571
-15,467
-41% -$3.8M 0.24% 75
2025
Q3 		$9.2M Buy
38,038
+5,676
+18% +$1.3M 0.4% 43
2025
Q2 		$6.98M Buy
32,362
+10,753
+50% +$2.16M 0.34% 55
2025
Q1 		$4.31M Buy
21,609
+296
+1% +$64.2K 0.24% 88
2024
Q4 		$4.71M Buy
+21,313
New +$4.86M 0.26% 81
2023
Q1 		– Sell
-13,775
Closed -$2.4M – 581
2022
Q4 		$2.4M Buy
13,775
+1,562
+13% +$278K 0.35% 44
2022
Q3 		$2.02M Sell
12,213
-26
-0.2% -$4.74K 0.38% 52
2022
Q2 		$2.07M Buy
12,239
+790
+7% +$146K 0.34% 57
2022
Q1 		$2.35M Buy
11,449
+440
+4% +$89.8K 0.22% 92
2021
Q4 		$2.45M Sell
11,009
-1,699
-13% -$384K 0.28% 73
2021
Q3 		$2.78M Sell
12,708
-351
-3% -$77.8K 0.4% 50
2021
Q2 		$3M Buy
13,059
+992
+8% +$223K 0.44% 42
2021
Q1 		$2.67M Sell
12,067
-1,382
-10% -$302K 0.48% 34
2020
Q4 		$2.64M Buy
13,449
+8,704
+183% +$1.52M 0.58% 28
2020
Q3 		$711K Buy
4,745
+1,291
+37% +$194K 0.23% 109
2020
Q2 		$495K Buy
3,454
+717
+26% +$94.1K 0.19% 144
2020
Q1 		$313K Sell
2,737
-4,957
-64% -$739K 0.17% 177
2019
Q4 		$1.27M Buy
7,694
+4,343
+130% +$686K 0.52% 56
2019
Q3 		$507K Buy
3,351
+953
+40% +$146K 0.32% 108
2019
Q2 		$373K Sell
2,398
-1,844
-43% -$284K 0.24% 130
2019
Q1 		$649K Buy
4,242
+63
+2% +$9.47K 0.49% 68
2018
Q4 		$560K Buy
4,179
+2,298
+122% +$343K 0.54% 64
2018
Q3 		$317K Buy
1,881
+168
+10% +$28.4K 0.24% 157
2018
Q2 		$281K Buy
1,713
+23
+1% +$3.68K 0.24% 164
2018
Q1 		$257K Buy
1,690
+74
+5% +$11.4K 0.25% 160
2017
Q4 		$246K Sell
1,616
-67
-4% -$10.1K 0.26% 164
2017
Q3 		$249K Buy
1,683
+85
+5% +$12K 0.31% 132
2017
Q2 		$225K Buy
+1,598
New +$221K 0.07% 341

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

StoneX Group's IWM Position: Q1 2026 in Review

StoneX Group reduced its iShares Russell 2000 ETF (IWM) stake by 51% in Q1 2026, selling an estimated $2.96M and leaving 11,088 shares worth $2.75M. The position accounts for 0.15% of the portfolio, ranked #117.

StoneX Group first reported a position in IWM in Q2 2017 and has held it in 29 quarters since. The position peaked at $9.2M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • StoneX Group held 11,088 shares of iShares Russell 2000 ETF worth $2.75M as of Q1 2026.
  • StoneX Group sold 11,483 iShares Russell 2000 ETF shares in Q1 2026, an estimated $2.96M.
  • iShares Russell 2000 ETF made up 0.15% of StoneX Group's portfolio in Q1 2026, its #117 holding.
  • StoneX Group first reported a position in iShares Russell 2000 ETF in Q2 2017 and has held it in 29 quarters since.
  • StoneX Group's iShares Russell 2000 ETF position peaked at $9.2M in Q3 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.