Wasatch Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Wasatch Advisors’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	-611	Closed	-$150K	–	227
2025 Q4	$150K	Buy	+611	New	+$150K	﹤0.01%	226
2024 Q1	–	Sell	-180	Closed	-$36.1K	–	255
2023 Q4	$36.1K	Buy	+180	New	+$32.2K	﹤0.01%	248
2019 Q1	–	Sell	-3,619	Closed	-$485K	–	227
2018 Q4	$485K	Buy	+3,619	New	+$540K	0.01%	225
2018 Q1	–	Sell	-5,087	Closed	-$776K	–	302
2017 Q4	$776K	Buy	+5,087	New	+$764K	0.01%	264
2017 Q1	–	Sell	-2,372	Closed	-$320K	–	356
2016 Q4	$320K	Buy	+2,372	New	+$303K	﹤0.01%	349
2015 Q1	–	Sell	-1,759	Closed	-$210K	–	382
2014 Q4	$210K	Buy	+1,759	New	+$201K	﹤0.01%	371

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Wasatch Advisors's IWM Position: Q1 2026 in Review

Wasatch Advisors sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 611 shares — an estimated $150K sold.

Wasatch Advisors first reported a position in IWM in Q4 2014 and held it in 6 quarters. The position peaked at $776K in Q4 2017. 2,582 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Wasatch Advisors reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
Wasatch Advisors sold 611 iShares Russell 2000 ETF shares in Q1 2026, an estimated $150K.
Wasatch Advisors first reported a position in iShares Russell 2000 ETF in Q4 2014 and held it in 6 quarters.
Wasatch Advisors's iShares Russell 2000 ETF position peaked at $776K in Q4 2017.
2,582 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Wasatch Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.