SIM
IWM icon

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

Stratos 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 		$810K Buy
3,266
+1,287
+65% +$332K 0.03% 201
2025
Q4 		$487K Sell
1,979
-1,363
-41% -$335K 0.02% 240
2025
Q3 		$809K Buy
3,342
+1
+0% +$229 0.03% 193
2025
Q2 		$721K Sell
3,341
-370
-10% -$74.5K 0.03% 209
2025
Q1 		$740K Buy
3,711
+128
+4% +$27.8K 0.04% 182
2024
Q4 		$792K Sell
3,583
-629
-15% -$143K 0.05% 140
2024
Q3 		$931K Sell
4,212
-165
-4% -$35.3K 0.07% 121
2024
Q2 		$888K Buy
4,377
+18
+0.4% +$3.64K 0.07% 120
2024
Q1 		$917K Sell
4,359
-961
-18% -$192K 0.09% 110
2023
Q4 		$1.07M Sell
5,320
-474
-8% -$84.9K 0.13% 98
2023
Q3 		$1.02M Hold
5,794
– – 0.15% 91
2023
Q2 		$1.09M Sell
5,794
-1,940
-25% -$346K 0.17% 90
2023
Q1 		$1.38M Sell
7,734
-223
-3% -$41.1K 0.23% 82
2022
Q4 		$1.39M Sell
7,957
-7,044
-47% -$1.25M 0.25% 84
2022
Q3 		$2.47M Sell
15,001
-395
-3% -$72K 0.5% 56
2022
Q2 		$2.61M Sell
15,396
-4,422
-22% -$815K 0.49% 58
2022
Q1 		$4.07M Sell
19,818
-1,929
-9% -$393K 0.68% 44
2021
Q4 		$4.84M Sell
21,747
-920
-4% -$208K 0.76% 42
2021
Q3 		$4.96M Buy
22,667
+21,512
+1,863% +$4.77M 0.86% 34
2021
Q2 		$265K Sell
1,155
-1,534
-57% -$345K 0.07% 111
2021
Q1 		$594K Buy
+2,689
New +$587K 0.19% 86

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

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

Stratos Investment Management increased its iShares Russell 2000 ETF (IWM) stake by 65% in Q1 2026, buying an estimated $332K and bringing the position to 3,266 shares worth $810K. The position accounts for 0.03% of the portfolio, ranked #201.

Stratos Investment Management first reported a position in IWM in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.96M in Q3 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Stratos Investment Management held 3,266 shares of iShares Russell 2000 ETF worth $810K as of Q1 2026.
  • Stratos Investment Management bought 1,287 iShares Russell 2000 ETF shares in Q1 2026, an estimated $332K.
  • iShares Russell 2000 ETF made up 0.03% of Stratos Investment Management's portfolio in Q1 2026, its #201 holding.
  • Stratos Investment Management first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 21 quarters since.
  • Stratos Investment Management's iShares Russell 2000 ETF position peaked at $4.96M in Q3 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Stratos Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.