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Tidal Investments’s iShares Russell 2000 ETF IWM Stock Holding History

Tidal 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 		$3.84M Sell
15,491
-13,646
-47% -$3.52M 0.01% 898
2025
Q4 		$7.17M Buy
+29,137
New +$7.16M 0.02% 544
2025
Q3 		– Sell
-40,335
Closed -$8.7M – 2110
2025
Q2 		$8.7M Buy
40,335
+33,535
+493% +$6.75M 0.05% 343
2025
Q1 		$1.36M Sell
6,800
-988
-13% -$214K 0.01% 851
2024
Q4 		$1.72M Sell
7,788
-444
-5% -$101K 0.01% 758
2024
Q3 		$1.82M Buy
8,232
+3,628
+79% +$776K 0.02% 702
2024
Q2 		$934K Buy
4,604
+2,842
+161% +$574K 0.01% 936
2024
Q1 		$371K Sell
1,762
-46,359
-96% -$9.25M 0.01% 1320
2023
Q4 		$9.66M Buy
+48,121
New +$8.62M 0.22% 85
2023
Q3 		– Sell
-10,770
Closed -$2.02M – 1337
2023
Q2 		$2.02M Buy
+10,770
New +$1.92M 0.06% 315
2022
Q2 		– Sell
-99,652
Closed -$20.5M – 1144
2022
Q1 		$20.5M Buy
+99,652
New +$20.3M 0.61% 29
2021
Q4 		– Sell
-143,350
Closed -$31.4M – 1039
2021
Q3 		$31.4M Sell
143,350
-38,564
-21% -$8.55M 1.17% 21
2021
Q2 		$41.7M Sell
181,914
-57,462
-24% -$12.9M 1.63% 13
2021
Q1 		$52.9M Sell
239,376
-2,806
-1% -$613K 2.47% 10
2020
Q4 		$47.5M Buy
+242,182
New +$42.4M 3.28% 9
2020
Q3 		– Sell
-12,650
Closed -$1.81M – 283
2020
Q2 		$1.81M Buy
+12,650
New +$1.66M 0.25% 61
2020
Q1 		– Sell
-20,270
Closed -$3.36M – 240
2019
Q4 		$3.36M Buy
+20,270
New +$3.2M 1.42% 17

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

Tidal Investments's IWM Position: Q1 2026 in Review

Tidal Investments reduced its iShares Russell 2000 ETF (IWM) stake by 47% in Q1 2026, selling an estimated $3.52M and leaving 15,491 shares worth $3.84M. The position accounts for 0.01% of the portfolio, ranked #898.

Tidal Investments first reported a position in IWM in Q4 2019 and has held it in 17 quarters since. The position peaked at $52.9M in Q1 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Tidal Investments held 15,491 shares of iShares Russell 2000 ETF worth $3.84M as of Q1 2026.
  • Tidal Investments sold 13,646 iShares Russell 2000 ETF shares in Q1 2026, an estimated $3.52M.
  • iShares Russell 2000 ETF made up 0.01% of Tidal Investments's portfolio in Q1 2026, its #898 holding.
  • Tidal Investments first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 17 quarters since.
  • Tidal Investments's iShares Russell 2000 ETF position peaked at $52.9M in Q1 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.