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 Q2	$6.01M	Sell	20,006 -20,000	-50%	-$5.62M	0.16%	62
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 $1.55T 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

Systematic Alpha Investments's IWM Position: Q2 2026 in Review

Systematic Alpha Investments reduced its iShares Russell 2000 ETF (IWM) stake by 50% in Q2 2026, selling an estimated $5.62M and leaving 20,006 shares worth $6.01M. The position accounts for 0.16% of the portfolio, ranked #62.

Systematic Alpha Investments first reported a position in IWM in Q1 2021 and has held it in 10 quarters since. The position peaked at $9.92M in Q1 2026. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Systematic Alpha Investments held 20,006 shares of iShares Russell 2000 ETF worth $6.01M as of Q2 2026.
Systematic Alpha Investments sold 20,000 iShares Russell 2000 ETF shares in Q2 2026, an estimated $5.62M.
iShares Russell 2000 ETF made up 0.16% of Systematic Alpha Investments's portfolio in Q2 2026, its #62 holding.
Systematic Alpha Investments first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 10 quarters since.
Systematic Alpha Investments's iShares Russell 2000 ETF position peaked at $9.92M in Q1 2026.
2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Systematic Alpha Investments's 13F filing for Q2 2026, filed 13 Aug 2026.