CITIGROUP INC IWM — ISHARES TR RUSSELL 2000 INDEX EQUITY

Ownership history in CITIGROUP INC  ·  196 quarters on record

AI Ownership Summary

CITIGROUP INC reported ISHARES TR RUSSELL 2000 INDEX EQUITY (IWM) in 196 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 4.66% in 2023 Q4. The latest visible filing shows IWM at 0.90% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IWM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CITIGROUP INC's position in ISHARES TR RUSSELL 2000 INDEX EQUITY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IWM was reported at 0.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.66% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IWM stock page CITIGROUP INC fund profile CITIGROUP INC full holdings
How CITIGROUP INC held IWM — position size vs. price
% of Fund (quarterly)    IWM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 30 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 8,469,615 -10,155,985 -54.5% 0.90% $2.10B 2026-05-11 $285.33
2026 Q1 ADDED — — — 18,625,600 +11,494,600 +161.2% 1.97% $4.62B 2026-05-11 $285.33
2026 Q1 ADDED — — — 7,131,000 +3,949,865 +124.2% 0.75% $1.77B 2026-05-11 $285.33
2025 Q4 REDUCED 83.1% +0.9% ❌ 3,181,135 -15,643,265 -83.1% 0.35% $783.1M 2026-02-13 $262.49
2025 Q4 ADDED — — — 18,824,400 +12,738,800 +209.3% 2.05% $4.63B 2026-02-13 $262.49
2025 Q4 ADDED — — — 6,085,600 +3,571,049 +142.0% 0.66% $1.50B 2026-02-13 $262.49
2025 Q3 REDUCED 89.5% +3.6% ❌ 2,514,551 -21,479,049 -89.5% 0.27% $608.4M 2025-11-10 $242.78
2025 Q3 ADDED — — — 23,993,600 +19,537,200 +438.4% 2.59% $5.81B 2025-11-10 $242.78
2025 Q3 ADDED — — — 4,456,400 +3,300,963 +285.7% 0.48% $1.08B 2025-11-10 $242.78
2025 Q2 REDUCED 94.6% +12.3% ❌ 1,155,437 -20,218,463 -94.6% 0.12% $249.3M 2025-08-11 $218.52
2025 Q2 ADDED — — — 21,373,900 +12,643,900 +144.8% 2.27% $4.61B 2025-08-11 $218.52
2025 Q2 ADDED — — — 8,730,000 +6,317,998 +261.9% 0.93% $1.88B 2025-08-11 $218.52
2025 Q1 REDUCED 87.6% +8.5% ❌ 2,412,002 -17,113,398 -87.6% 0.25% $481.2M 2025-05-12 $205.65
2025 Q1 ADDED — — — 19,525,400 +9,408,100 +93.0% 1.99% $3.90B 2025-05-12 $205.65
2025 Q1 ADDED — — — 10,117,300 +9,256,917 +1075.9% 1.03% $2.02B 2025-05-12 $205.65
2024 Q4 REDUCED 96.0% -9.5% ✅ 860,383 -20,425,517 -96.0% 0.11% $190.1M 2025-02-12 $220.74
2024 Q4 ADDED — — — 21,285,900 +13,500,500 +173.4% 2.79% $4.70B 2025-02-12 $220.74
2024 Q4 ADDED — — — 7,785,400 +6,502,569 +506.9% 1.02% $1.72B 2025-02-12 $220.74
2024 Q3 REDUCED 95.4% +0.2% ❌ 1,282,831 -26,380,469 -95.4% 0.16% $283.4M 2024-11-12 $233.71
2024 Q3 ADDED — — — 27,663,300 +18,553,300 +203.7% 3.54% $6.11B 2024-11-12 $233.71
2024 Q3 ADDED — — — 9,110,000 +5,206,011 +133.4% 1.17% $2.01B 2024-11-12 $233.71
2024 Q2 REDUCED 84.0% +9.2% ❌ 3,903,989 -20,463,311 -84.0% 0.51% $792.1M 2024-08-12 $200.68
2024 Q2 ADDED — — — 24,367,300 +16,339,800 +203.5% 3.17% $4.94B 2024-08-12 $200.68
2024 Q2 ADDED — — — 8,027,500 +5,962,849 +288.8% 1.04% $1.63B 2024-08-12 $200.68
2024 Q1 REDUCED 93.4% -4.1% ✅ 2,064,651 -29,212,249 -93.4% 0.29% $434.2M 2024-05-10 $199.84
2024 Q1 ADDED — — — 31,276,900 +18,686,500 +148.4% 4.32% $6.58B 2024-05-10 $199.84
2024 Q1 ADDED — — — 12,590,400 +11,071,005 +728.6% 1.74% $2.65B 2024-05-10 $199.84
2023 Q4 REDUCED 95.4% +4.0% ❌ 1,519,395 -31,425,005 -95.4% 0.21% $305.0M 2024-02-09 $194.49
2023 Q4 ADDED — — — 32,944,400 +17,982,400 +120.2% 4.66% $6.61B 2024-02-09 $194.49
2023 Q4 ADDED — — — 14,962,000 +12,468,694 +500.1% 2.12% $3.00B 2024-02-09 $194.49
166 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IWM

As of 2026 Q1 — sorted by position size

HIGHLAND PEAK CAPITAL, LLC 3Y 33.23% USA FINANCIAL FORMULAS 3Y 7Y 20.38% AIGH Capital Management LLC 3Y 20.29% SHERMAN PORFOLIOS, LLC 17.51% Appian Way Asset Management LP 3Y 14.31% Brewster Financial Planning LLC 3Y 12.24% DRW Securities, LLC 3Y 7Y 11.37% Guardian Wealth Advisors, LLC 3Y 10.85% William Howard & Co Financial Advisors Inc 10.3% Finley Financial, LLC 10.25%

FAQ About CITIGROUP INC and IWM

These are the practical questions this page is built to answer before you even open the full history table.

How long has CITIGROUP INC reported owning IWM?

CITIGROUP INC reported IWM across 30 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IWM position in CITIGROUP INC's portfolio?

The largest reported portfolio weight for IWM was 4.66% in 2023 Q4.

What is the latest reported IWM position on this page?

The most recent filing on this page is 2026 Q1, when CITIGROUP INC reported 8,469,615 shares, equal to 0.90% of portfolio, with an estimated market value of $2.10B.

What does the chart on this IWM ownership page compare?

The chart compares CITIGROUP INC's quarterly IWM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CITIGROUP INC time their IWM position?

Based on 13F filing dates vs. subsequent IWM price moves, CITIGROUP INC correctly timed 68 out of 195 reported position changes (35%). The annualised alpha on IWM relative to SPY over the holding period was -1.0%.

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