Symmetry Peak Management’s iShares Russell 2000 ETF IWM Stock Holding History

Symmetry Peak 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	–	Sell	-35,000	Closed	-$8.62M	–	97
2025 Q4	$8.62M	Buy	+35,000	New	+$8.6M	2.28%	8
2024 Q1	–	Sell	-70,000	Closed	-$14M	–	129
2023 Q4	$14M	Buy	+70,000	New	+$12.5M	3.36%	7
2023 Q3	–	Sell	-30,000	Closed	-$5.62M	–	118
2023 Q2	$5.62M	Buy	+30,000	New	+$5.35M	0.99%	12
2018 Q3	–	Sell	-10,000	Closed	-$1.64M	–	167
2018 Q2	$1.64M	Buy	+10,000	New	+$1.6M	0.32%	46
2017 Q4	–	Sell	-70,000	Closed	-$10.4M	–	93
2017 Q3	$10.4M	Sell	70,000 -30,000	-30%	-$4.22M	1.19%	10
2017 Q2	$14.1M	Buy	+100,000	New	+$13.8M	1.75%	10
2016 Q4	–	Sell	-100,000	Closed	-$12.4M	–	129
2016 Q3	$12.4M	Buy	+100,000	New	+$12.2M	1.32%	14
2016 Q2	–	Sell	-100,000	Closed	-$11.1M	–	107
2016 Q1	$11.1M	Buy	+100,000	New	+$10.4M	1.78%	10
2014 Q3	–	Sell	-100,000	Closed	-$11.9M	–	114
2014 Q2	$11.9M	Buy	+100,000	New	+$11.4M	1.3%	10
2013 Q4	–	Sell	-40,000	Closed	-$4.26M	–	96
2013 Q3	$4.26M	Buy	+40,000	New	+$4.14M	0.78%	25

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

Symmetry Peak Management's IWM Position: Q1 2026 in Review

Symmetry Peak Management opened a new position in iShares Russell 2000 ETF (IWM) in Q1 2026: 2,500 shares worth $620K. The stake represents 0.17% of the portfolio and ranks #42 among its holdings. This is a return to the name: Symmetry Peak Management previously reported a position in IWM as recently as Q3 2025.

Symmetry Peak Management first reported a position in IWM in Q4 2017 and has held it in 8 quarters since. The position peaked at $1.21M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Symmetry Peak Management held 2,500 shares of iShares Russell 2000 ETF worth $620K as of Q1 2026.
iShares Russell 2000 ETF was a new Symmetry Peak Management position in Q1 2026.
iShares Russell 2000 ETF made up 0.17% of Symmetry Peak Management's portfolio in Q1 2026, its #42 holding.
Symmetry Peak Management first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 8 quarters since.
Symmetry Peak Management's iShares Russell 2000 ETF position peaked at $1.21M in Q3 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Symmetry Peak Management's 13F filing for Q1 2026, filed 15 May 2026.