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

Zacks 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 		$3.11M Sell
12,547
-23,797
-65% -$6.14M 0.03% 292
2025
Q4 		$8.95M Buy
36,344
+33,387
+1,129% +$8.21M 0.07% 180
2025
Q3 		$716K Buy
2,957
+21
+0.7% +$4.82K 0.01% 437
2025
Q2 		$633K Sell
2,936
-2,071
-41% -$417K 0.01% 449
2025
Q1 		$999K Sell
5,007
-12,409
-71% -$2.69M 0.01% 409
2024
Q4 		$3.85M Buy
17,416
+15,926
+1,069% +$3.63M 0.04% 252
2024
Q3 		$329K Buy
1,490
+69
+5% +$14.8K ﹤0.01% 541
2024
Q2 		$288K Sell
1,421
-474
-25% -$95.8K ﹤0.01% 512
2024
Q1 		$398K Sell
1,895
-17,529
-90% -$3.5M ﹤0.01% 503
2023
Q4 		$3.9M Buy
19,424
+15,597
+408% +$2.79M 0.05% 205
2023
Q3 		$676K Buy
3,827
+2,219
+138% +$417K 0.01% 412
2023
Q2 		$301K Buy
1,608
+5
+0.3% +$891 ﹤0.01% 529
2023
Q1 		$286K Sell
1,603
-15,375
-91% -$2.83M ﹤0.01% 527
2022
Q4 		$2.96M Buy
16,978
+13,541
+394% +$2.41M 0.04% 241
2022
Q3 		$567K Buy
3,437
+1,574
+84% +$287K 0.01% 412
2022
Q2 		$316K Buy
1,863
+116
+7% +$21.4K ﹤0.01% 480
2022
Q1 		$359K Sell
1,747
-28,343
-94% -$5.78M 0.01% 492
2021
Q4 		$6.69M Buy
30,090
+27,676
+1,146% +$6.25M 0.09% 170
2021
Q3 		$528K Buy
2,414
+1,380
+133% +$306K 0.01% 446
2021
Q2 		$237K Sell
1,034
-5
-0.5% -$1.12K ﹤0.01% 548
2021
Q1 		$230K Sell
1,039
-8,348
-89% -$1.82M ﹤0.01% 475
2020
Q4 		$1.84M Buy
+9,387
New +$1.64M 0.03% 277
2020
Q1 		– Sell
-14,270
Closed -$2.36M – 552
2019
Q4 		$2.36M Buy
+14,270
New +$2.26M 0.04% 237
2019
Q3 		– Sell
-2,023
Closed -$315K – 547
2019
Q2 		$315K Buy
2,023
+97
+5% +$15K 0.01% 482
2019
Q1 		$295K Sell
1,926
-39,505
-95% -$5.94M 0.01% 490
2018
Q4 		$5.55M Buy
41,431
+39,975
+2,746% +$5.96M 0.13% 123
2018
Q3 		$245K Buy
+1,456
New +$246K 0.01% 478
2018
Q1 		– Sell
-9,630
Closed -$1.47M – 566
2017
Q4 		$1.47M Buy
9,630
+7,133
+286% +$1.07M 0.03% 323
2017
Q3 		$370K Sell
2,497
-1,046
-30% -$147K 0.01% 461
2017
Q2 		$499K Buy
3,543
+869
+32% +$120K 0.01% 462
2017
Q1 		$368K Sell
2,674
-4,902
-65% -$670K 0.01% 482
2016
Q4 		$1.02M Buy
7,576
+3,355
+79% +$429K 0.03% 324
2016
Q3 		$524K Buy
4,221
+919
+28% +$112K 0.01% 444
2016
Q2 		$380K Sell
3,302
-3,073
-48% -$347K 0.01% 471
2016
Q1 		$705K Sell
6,375
-49,072
-89% -$5.08M 0.02% 396
2015
Q4 		$6.24M Buy
55,447
+50,379
+994% +$5.81M 0.2% 122
2015
Q3 		$553K Buy
5,068
+1,680
+50% +$199K 0.02% 407
2015
Q2 		$423K Sell
3,388
-161
-5% -$20.1K 0.01% 467
2015
Q1 		$441K Sell
3,549
-37,993
-91% -$4.58M 0.01% 444
2014
Q4 		$4.97M Buy
+41,542
New +$4.75M 0.16% 138

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

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

Zacks Investment Management reduced its iShares Russell 2000 ETF (IWM) stake by 65% in Q1 2026, selling an estimated $6.14M and leaving 12,547 shares worth $3.11M. The position accounts for 0.03% of the portfolio, ranked #292.

Zacks Investment Management first reported a position in IWM in Q4 2014 and has held it in 40 quarters since. The position peaked at $8.95M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Zacks Investment Management held 12,547 shares of iShares Russell 2000 ETF worth $3.11M as of Q1 2026.
  • Zacks Investment Management sold 23,797 iShares Russell 2000 ETF shares in Q1 2026, an estimated $6.14M.
  • iShares Russell 2000 ETF made up 0.03% of Zacks Investment Management's portfolio in Q1 2026, its #292 holding.
  • Zacks Investment Management first reported a position in iShares Russell 2000 ETF in Q4 2014 and has held it in 40 quarters since.
  • Zacks Investment Management's iShares Russell 2000 ETF position peaked at $8.95M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.