Westside Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Westside Investment 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	$99.2K	Buy	+400	New	+$103K	0.02%	415
2025 Q4	–	Sell	-400	Closed	-$96.8K	–	1522
2025 Q3	$96.8K	Hold	400	–	–	0.02%	401
2025 Q2	$86.3K	Hold	400	–	–	0.02%	363
2025 Q1	$79.8K	Hold	400	–	–	0.02%	339
2024 Q4	$88.4K	Hold	400	–	–	0.02%	323
2024 Q3	$88.4K	Hold	400	–	–	0.02%	328
2024 Q2	$81.2K	Hold	400	–	–	0.02%	327
2024 Q1	$84.1K	Buy	400 +25	+7%	+$4.99K	0.02%	317
2023 Q4	$75.3K	Hold	375	–	–	0.02%	311
2023 Q3	$66.3K	Hold	375	–	–	0.02%	314
2023 Q2	$70.2K	Hold	375	–	–	0.02%	312
2023 Q1	$66.9K	Hold	375	–	–	0.02%	319
2022 Q4	$65	Buy	+375	New	+$66.7K	﹤0.01%	396
2020 Q3	–	Sell	-7	Closed	-$1	–	687
2020 Q2	$1	Buy	+7	New	+$919	﹤0.01%	624
2018 Q4	$26.8K	Buy	+200	New	+$29.8K	0.01%	353
2018 Q3	–	Sell	-200	Closed	-$33K	–	779
2018 Q2	$33K	Hold	200	–	–	0.01%	332
2018 Q1	$29.6K	Hold	200	–	–	0.02%	328
2017 Q4	$31K	Hold	200	–	–	0.02%	333
2017 Q3	$29.9K	Hold	200	–	–	0.02%	334
2017 Q2	$28K	Hold	200	–	–	0.02%	335
2017 Q1	$26.9K	Buy	+200	New	+$27.3K	0.01%	318

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Westside Investment Management's IWM Position: Q1 2026 in Review

Westside Investment Management opened a new position in iShares Russell 2000 ETF (IWM) in Q1 2026: 400 shares worth $99.2K. The stake represents 0.02% of the portfolio and ranks #415 among its holdings. This is a return to the name: Westside Investment Management previously reported a position in IWM as recently as Q3 2025.

Westside Investment Management first reported a position in IWM in Q1 2017 and has held it in 21 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Westside Investment Management held 400 shares of iShares Russell 2000 ETF worth $99.2K as of Q1 2026.
iShares Russell 2000 ETF was a new Westside Investment Management position in Q1 2026.
iShares Russell 2000 ETF made up 0.02% of Westside Investment Management's portfolio in Q1 2026, its #415 holding.
Westside Investment Management first reported a position in iShares Russell 2000 ETF in Q1 2017 and has held it in 21 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.