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 $1.55T 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

Symmetry Peak Management's IWM Position: Q2 2026 in Review

Symmetry Peak Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2026, closing a stake of 2,500 shares — an estimated $703K sold.

Symmetry Peak Management first reported a position in IWM in Q4 2017 and held it in 8 quarters. The position peaked at $1.21M in Q3 2025. 2,735 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Symmetry Peak Management reported no remaining iShares Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
Symmetry Peak Management sold 2,500 iShares Russell 2000 ETF shares in Q2 2026, an estimated $703K.
Symmetry Peak Management first reported a position in iShares Russell 2000 ETF in Q4 2017 and held it in 8 quarters.
Symmetry Peak Management's iShares Russell 2000 ETF position peaked at $1.21M in Q3 2025.
2,735 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Symmetry Peak Management's 13F filing for Q2 2026, filed 14 Aug 2026.