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

Zullo 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 		$410K Sell
1,653
-74
-4% -$19.1K 0.16% 103
2025
Q4 		$425K Hold
1,727
– – 0.16% 99
2025
Q3 		$418K Sell
1,727
-24
-1% -$5.51K 0.15% 101
2025
Q2 		$378K Buy
1,751
+2
+0.1% +$402 0.15% 102
2025
Q1 		$349K Buy
1,749
+1
+0.1% +$217 0.15% 106
2024
Q4 		$386K Sell
1,748
-100
-5% -$22.8K 0.16% 99
2024
Q3 		$408K Sell
1,848
-98
-5% -$21K 0.17% 100
2024
Q2 		$395K Buy
1,946
+4
+0.2% +$808 0.17% 100
2024
Q1 		$408K Buy
1,942
+685
+54% +$137K 0.19% 97
2023
Q4 		$252K Sell
1,257
-10
-0.8% -$1.79K 0.13% 124
2023
Q3 		$224K Sell
1,267
-4
-0.3% -$751 0.13% 125
2023
Q2 		$238K Sell
1,271
-40
-3% -$7.13K 0.14% 119
2023
Q1 		$234K Buy
1,311
+23
+2% +$4.24K 0.15% 119
2022
Q4 		$225K Sell
1,288
-47
-4% -$8.36K 0.14% 120
2022
Q3 		$220K Sell
1,335
-48
-3% -$8.76K 0.14% 119
2022
Q2 		$234K Sell
1,383
-350
-20% -$64.5K 0.15% 121
2022
Q1 		$356K Buy
1,733
+68
+4% +$13.9K 0.18% 103
2021
Q4 		$370K Buy
+1,665
New +$376K 0.19% 106

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

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

Zullo Investment Group reduced its iShares Russell 2000 ETF (IWM) stake by 4.3% in Q1 2026, selling an estimated $19.1K and leaving 1,653 shares worth $410K. The position accounts for 0.16% of the portfolio, ranked #103.

Zullo Investment Group first reported a position in IWM in Q4 2021 and has held it in 18 quarters since. The position peaked at $425K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Zullo Investment Group held 1,653 shares of iShares Russell 2000 ETF worth $410K as of Q1 2026.
  • Zullo Investment Group sold 74 iShares Russell 2000 ETF shares in Q1 2026, an estimated $19.1K.
  • iShares Russell 2000 ETF made up 0.16% of Zullo Investment Group's portfolio in Q1 2026, its #103 holding.
  • Zullo Investment Group first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 18 quarters since.
  • Zullo Investment Group's iShares Russell 2000 ETF position peaked at $425K in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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