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Zuckerman Investment Group’s iShares Russell 2000 ETF IWM Stock Holding History

Zuckerman Investment Group’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 		$298K Sell
1,200
-43
-3% -$11.1K 0.03% 115
2025
Q4 		$306K Sell
1,243
-22
-2% -$5.41K 0.03% 108
2025
Q3 		$306K Buy
1,265
+14
+1% +$3.21K 0.03% 124
2025
Q2 		$270K Hold
1,251
– – 0.03% 130
2025
Q1 		$250K Buy
1,251
+6
+0.5% +$1.3K 0.03% 141
2024
Q4 		$279K Hold
1,245
– – 0.03% 132
2024
Q3 		$275K Hold
1,245
– – 0.03% 125
2024
Q2 		$253K Hold
1,245
– – 0.03% 127
2024
Q1 		$262K Buy
1,245
+10
+0.8% +$2K 0.03% 122
2023
Q4 		$248K Sell
1,235
-190
-13% -$34K 0.03% 113
2023
Q3 		$252K Buy
1,425
+150
+12% +$28.2K 0.04% 111
2023
Q2 		$239K Hold
1,275
– – 0.03% 110
2023
Q1 		$227K Hold
1,275
– – 0.03% 106
2022
Q4 		$222K Hold
1,275
– – 0.04% 116
2022
Q3 		$210K Hold
1,275
– – 0.04% 107
2022
Q2 		$216K Hold
1,275
– – 0.04% 95
2022
Q1 		$262K Hold
1,275
– – 0.04% 93
2021
Q4 		$284K Hold
1,275
– – 0.04% 93
2021
Q3 		$279K Hold
1,275
– – 0.05% 98
2021
Q2 		$292K Hold
1,275
– – 0.05% 98
2021
Q1 		$282K Buy
1,275
+20
+2% +$4.37K 0.05% 93
2020
Q4 		$246K Buy
+1,255
New +$220K 0.05% 77

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

Zuckerman Investment Group's IWM Position: Q1 2026 in Review

Zuckerman Investment Group reduced its iShares Russell 2000 ETF (IWM) stake by 3.5% in Q1 2026, selling an estimated $11.1K and leaving 1,200 shares worth $298K. The position accounts for 0.03% of the portfolio, ranked #115.

Zuckerman Investment Group first reported a position in IWM in Q4 2020 and has held it in 22 quarters since. The position peaked at $306K in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Zuckerman Investment Group held 1,200 shares of iShares Russell 2000 ETF worth $298K as of Q1 2026.
  • Zuckerman Investment Group sold 43 iShares Russell 2000 ETF shares in Q1 2026, an estimated $11.1K.
  • iShares Russell 2000 ETF made up 0.03% of Zuckerman Investment Group's portfolio in Q1 2026, its #115 holding.
  • Zuckerman Investment Group first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 22 quarters since.
  • Zuckerman Investment Group's iShares Russell 2000 ETF position peaked at $306K in Q3 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Zuckerman Investment Group's 13F filing for Q1 2026, filed 15 May 2026.