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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
Q2 		$3.7M Sell
12,330
-3,161
-20% -$888K 0.01% 1077
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Tidal Investments's IWM Position: Q2 2026 in Review

Tidal Investments reduced its iShares Russell 2000 ETF (IWM) stake by 20% in Q2 2026, selling an estimated $888K and leaving 12,330 shares worth $3.7M. The position accounts for 0.01% of the portfolio, ranked #1077.

Tidal Investments first reported a position in IWM in Q4 2019 and has held it in 18 quarters since. The position peaked at $52.9M in Q1 2021. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Tidal Investments held 12,330 shares of iShares Russell 2000 ETF worth $3.7M as of Q2 2026.
  • Tidal Investments sold 3,161 iShares Russell 2000 ETF shares in Q2 2026, an estimated $888K.
  • iShares Russell 2000 ETF made up 0.01% of Tidal Investments's portfolio in Q2 2026, its #1077 holding.
  • Tidal Investments first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 18 quarters since.
  • Tidal Investments's iShares Russell 2000 ETF position peaked at $52.9M in Q1 2021.
  • 2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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