Strategic Equity Management’s iShares Russell 2000 ETF IWM Stock Holding History

Strategic Equity 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	$10.7M	Buy	43,152 +41,684	+2,840%	+$10.8M	4.02%	11
2025 Q4	$361K	Buy	+1,468	New	+$361K	0.12%	51
2023 Q4	–	Sell	-2,494	Closed	-$441K	–	35
2023 Q3	$441K	Sell	2,494 -73	-3%	-$13.7K	0.17%	29
2023 Q2	$481K	Sell	2,567 -79,602	-97%	-$14.2M	0.16%	30
2023 Q1	$14.7M	Buy	82,169 +55,597	+209%	+$10.2M	5.22%	7
2022 Q4	$4.63M	Buy	26,572 +2,172	+9%	+$386K	1.78%	15
2022 Q3	$4.02M	Buy	24,400 +709	+3%	+$129K	1.67%	18
2022 Q2	$4.01M	Buy	23,691 +22,682	+2,248%	+$4.18M	2.08%	18
2022 Q1	$207K	Buy	+1,009	New	+$206K	0.07%	44
2021 Q4	–	Sell	-77,796	Closed	-$17M	–	47
2021 Q3	$17M	Buy	77,796 +1,939	+3%	+$430K	5.69%	5
2021 Q2	$17.4M	Buy	75,857 +2,152	+3%	+$484K	5.96%	5
2021 Q1	$16.3M	Buy	+73,705	New	+$16.1M	6.88%	4

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Strategic Equity Management's IWM Position: Q1 2026 in Review

Strategic Equity Management increased its iShares Russell 2000 ETF (IWM) stake by 2,840% in Q1 2026, buying an estimated $10.8M and bringing the position to 43,152 shares worth $10.7M. The position accounts for 4.02% of the portfolio, ranked #11.

Strategic Equity Management first reported a position in IWM in Q1 2021 and has held it in 12 quarters since. The position peaked at $17.4M in Q2 2021. 2,569 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Strategic Equity Management held 43,152 shares of iShares Russell 2000 ETF worth $10.7M as of Q1 2026.
Strategic Equity Management bought 41,684 iShares Russell 2000 ETF shares in Q1 2026, an estimated $10.8M.
iShares Russell 2000 ETF made up 4.02% of Strategic Equity Management's portfolio in Q1 2026, its #11 holding.
Strategic Equity Management first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 12 quarters since.
Strategic Equity Management's iShares Russell 2000 ETF position peaked at $17.4M in Q2 2021.
2,569 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Strategic Equity Management's 13F filing for Q1 2026, filed 21 Apr 2026.