TI
IWM icon

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 		– Sell
-12,500
Closed -$3.08M – 2466
2025
Q4 		$3.08M Buy
+12,500
New +$3.07M 0.01% 807
2025
Q2 		– Sell
-150
Closed -$14.1K – 1992
2025
Q1 		$14.1K Buy
150
+35
+30% +$7.59K ﹤0.01% 1784
2024
Q4 		$27.7K Buy
+115
New +$26.2K ﹤0.01% 1812

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.