Verition Fund Management
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Verition Fund Management’s iShares Russell 2000 ETF IWM Stock Holding History

Verition Fund 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 		– Sell
-750,000
Closed -$185M – 2929
2025
Q4 		$185M Buy
+750,000
New +$184M 0.72% 12
2025
Q3 		– Sell
-253,600
Closed -$54.7M – 3885
2025
Q2 		$54.7M Sell
253,600
-131,400
-34% -$26.4M 0.24% 31
2025
Q1 		$76.8M Buy
385,000
+230,000
+148% +$49.9M 0.36% 17
2024
Q4 		$34.2M Sell
155,000
-20,000
-11% -$4.56M 0.14% 108
2024
Q3 		$38.7M Buy
+175,000
New +$37.4M 0.19% 79
2024
Q2 		– Sell
-100,800
Closed -$21.2M – 3126
2024
Q1 		$21.2M Sell
100,800
-199,200
-66% -$39.7M 0.15% 113
2023
Q4 		$60.2M Buy
+300,000
New +$53.7M 0.47% 20
2023
Q3 		– Sell
-125,100
Closed -$23.4M – 2502
2023
Q2 		$23.4M Buy
+125,100
New +$22.3M 0.31% 67
2023
Q1 		– Sell
-56,200
Closed -$9.8M – 2355
2022
Q4 		$9.8M Sell
56,200
-7,700
-12% -$1.37M 0.15% 159
2022
Q3 		$10.5M Buy
+63,900
New +$11.7M 0.12% 203
2021
Q3 		– Sell
-8,700
Closed -$2M – 2111
2021
Q2 		$2M Sell
8,700
-20,400
-70% -$4.59M 0.02% 523
2021
Q1 		$6.43M Sell
29,100
-37,700
-56% -$8.23M 0.07% 156
2020
Q4 		$13.1M Buy
+66,800
New +$11.7M 0.11% 112
2019
Q1 		– Sell
-5,000
Closed -$670K – 1208
2018
Q4 		$670K Buy
5,000
+1,000
+25% +$149K 0.05% 358
2018
Q3 		$674K Buy
4,000
+1,500
+60% +$253K 0.02% 722
2018
Q2 		$409K Sell
2,500
-16,700
-87% -$2.67M 0.03% 763
2018
Q1 		$2.92M Buy
19,200
+12,100
+170% +$1.87M 0.22% 89
2017
Q4 		$1.08M Buy
+7,100
New +$1.07M 0.1% 225
2017
Q1 		– Sell
-14,400
Closed -$1.94M – 1322
2016
Q4 		$1.94M Buy
+14,400
New +$1.84M 0.17% 117

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

Verition Fund Management's IWM Position: Q1 2026 in Review

Verition Fund Management reduced its iShares Russell 2000 ETF (IWM) stake by 60% in Q1 2026, selling an estimated $3.92M and leaving 10,001 shares worth $2.48M. The position accounts for 0.02% of the portfolio, ranked #910.

Verition Fund Management first reported a position in IWM in Q4 2013 and has held it in 43 quarters since. The position peaked at $43.6M in Q2 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Verition Fund Management held 10,001 shares of iShares Russell 2000 ETF worth $2.48M as of Q1 2026.
  • Verition Fund Management sold 15,196 iShares Russell 2000 ETF shares in Q1 2026, an estimated $3.92M.
  • iShares Russell 2000 ETF made up 0.02% of Verition Fund Management's portfolio in Q1 2026, its #910 holding.
  • Verition Fund Management first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 43 quarters since.
  • Verition Fund Management's iShares Russell 2000 ETF position peaked at $43.6M in Q2 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Verition Fund Management's 13F filing for Q1 2026, filed 15 May 2026.