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ZEGA Investments’s iShares Russell 2000 ETF IWM Stock Holding History

ZEGA 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 		$537K Buy
2,167
+965
+80% +$249K 0.06% 177
2025
Q4 		$296K Sell
1,202
-26
-2% -$6.39K 0.03% 147
2025
Q3 		$297K Buy
1,228
+35
+3% +$8.03K 0.04% 131
2025
Q2 		$257K Sell
1,193
-31
-3% -$6.24K 0.04% 119
2025
Q1 		$244K Buy
1,224
+65
+6% +$14.1K 0.04% 117
2024
Q4 		$265K Buy
+1,159
New +$264K 0.07% 107

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

ZEGA Investments's IWM Position: Q1 2026 in Review

ZEGA Investments increased its iShares Russell 2000 ETF (IWM) stake by 80% in Q1 2026, buying an estimated $249K and bringing the position to 2,167 shares worth $537K. The position accounts for 0.06% of the portfolio, ranked #177.

ZEGA Investments first reported a position in IWM in Q4 2024 and has held it in 6 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • ZEGA Investments held 2,167 shares of iShares Russell 2000 ETF worth $537K as of Q1 2026.
  • ZEGA Investments bought 965 iShares Russell 2000 ETF shares in Q1 2026, an estimated $249K.
  • iShares Russell 2000 ETF made up 0.06% of ZEGA Investments's portfolio in Q1 2026, its #177 holding.
  • ZEGA Investments first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on ZEGA Investments's 13F filing for Q1 2026, filed 11 May 2026.