Systematic Alpha Investments’s iShares Russell 2000 ETF IWM Stock Holding History

Systematic Alpha Investments’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	$9.92M	Hold	40,006	–	–	0.35%	52
2025 Q4	$9.85M	Hold	40,006	–	–	0.31%	53
2025 Q3	$9.68M	Hold	40,006	–	–	0.32%	52
2025 Q2	$8.63M	Hold	40,006	–	–	0.31%	54
2025 Q1	$7.98M	Hold	40,006	–	–	0.3%	52
2024 Q4	$8.84M	Buy	+40,006	New	+$9.12M	0.33%	51
2021 Q4	–	Sell	-6	Closed	-$1K	–	358
2021 Q3	$1K	Hold	6	–	–	﹤0.01%	478
2021 Q2	$1K	Hold	6	–	–	﹤0.01%	310
2021 Q1	$1K	Buy	+6	New	+$1.31K	﹤0.01%	234

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

Systematic Alpha Investments's IWM Position: Q1 2026 in Review

Systematic Alpha Investments held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 40,006 shares worth $9.92M. The position accounts for 0.35% of the portfolio, ranked #52.

Systematic Alpha Investments first reported a position in IWM in Q1 2021 and has held it in 9 quarters since. 2,569 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Systematic Alpha Investments held 40,006 shares of iShares Russell 2000 ETF worth $9.92M as of Q1 2026.
Systematic Alpha Investments left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.35% of Systematic Alpha Investments's portfolio in Q1 2026, its #52 holding.
Systematic Alpha Investments first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 9 quarters since.
2,569 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Systematic Alpha Investments's 13F filing for Q1 2026, filed 18 May 2026.