TGAM
IWM icon

TBH Global Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

TBH Global Asset 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 		$700K Sell
2,824
-4,881
-63% -$1.26M 0.14% 142
2025
Q4 		$2.59M Buy
7,705
+4,971
+182% +$1.22M 0.43% 50
2025
Q3 		$661K Buy
+2,734
New +$627K 0.13% 141
2025
Q1 		– Sell
-2,824
Closed -$624K – 191
2024
Q4 		$624K Buy
2,824
+161
+6% +$36.7K 0.15% 127
2024
Q3 		$588K Buy
2,663
+343
+15% +$73.4K 0.13% 144
2024
Q2 		$471K Sell
2,320
-1,596
-41% -$323K 0.1% 155
2024
Q1 		$824K Buy
3,916
+664
+20% +$132K 0.16% 97
2023
Q4 		$653K Sell
3,252
-873
-21% -$156K 0.13% 118
2023
Q3 		$729K Sell
4,125
-273
-6% -$51.3K 0.14% 117
2023
Q2 		$824K Sell
4,398
-643
-13% -$115K 0.16% 95
2023
Q1 		$899K Buy
5,041
+2,144
+74% +$395K 0.19% 88
2022
Q4 		$505K Buy
+2,897
New +$515K 0.12% 116
2022
Q2 		– Sell
-33,105
Closed -$6.79M – 168
2022
Q1 		$6.79M Buy
+33,105
New +$6.75M 1.45% 16
2020
Q1 		– Sell
-2,258
Closed -$374K – 159
2019
Q4 		$374K Buy
+2,258
New +$357K 0.11% 123

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

TBH Global Asset Management's IWM Position: Q1 2026 in Review

TBH Global Asset Management reduced its iShares Russell 2000 ETF (IWM) stake by 63% in Q1 2026, selling an estimated $1.26M and leaving 2,824 shares worth $700K. The position accounts for 0.14% of the portfolio, ranked #142.

TBH Global Asset Management first reported a position in IWM in Q4 2019 and has held it in 14 quarters since. The position peaked at $6.79M in Q1 2022. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • TBH Global Asset Management held 2,824 shares of iShares Russell 2000 ETF worth $700K as of Q1 2026.
  • TBH Global Asset Management sold 4,881 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.26M.
  • iShares Russell 2000 ETF made up 0.14% of TBH Global Asset Management's portfolio in Q1 2026, its #142 holding.
  • TBH Global Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 14 quarters since.
  • TBH Global Asset Management's iShares Russell 2000 ETF position peaked at $6.79M in Q1 2022.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on TBH Global Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.