Strategy Asset Managers’s iShares Russell 2000 ETF IWM Stock Holding History

Strategy Asset Managers’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 Q2	$225K	Buy	+750	New	+$211K	0.03%	255
2021 Q2	–	Sell	-920	Closed	-$203K	–	271
2021 Q1	$203K	Sell	920 -435	-32%	-$95K	0.05%	249
2020 Q4	$266K	Buy	+1,355	New	+$237K	0.06%	193
2020 Q1	–	Sell	-1,979	Closed	-$328K	–	201
2019 Q4	$328K	Buy	+1,979	New	+$313K	0.08%	161

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

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

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

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

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

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

Strategy Asset Managers's IWM Position: Q2 2026 in Review

Strategy Asset Managers opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 750 shares worth $225K. The stake represents 0.03% of the portfolio and ranks #255 among its holdings. This is a return to the name: Strategy Asset Managers previously reported a position in IWM as recently as Q1 2021.

Strategy Asset Managers first reported a position in IWM in Q4 2019 and has held it in 4 quarters since. The position peaked at $328K in Q4 2019. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Strategy Asset Managers held 750 shares of iShares Russell 2000 ETF worth $225K as of Q2 2026.
iShares Russell 2000 ETF was a new Strategy Asset Managers position in Q2 2026.
iShares Russell 2000 ETF made up 0.03% of Strategy Asset Managers's portfolio in Q2 2026, its #255 holding.
Strategy Asset Managers first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 4 quarters since.
Strategy Asset Managers's iShares Russell 2000 ETF position peaked at $328K in Q4 2019.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Strategy Asset Managers's 13F filing for Q2 2026, filed 14 Aug 2026.