CITIZENS FINANCIAL GROUP INC/RI IWM — ISHARES RUSSELL 2000 ETF

Ownership history in CITIZENS FINANCIAL GROUP INC/RI  ·  41 quarters on record

AI Ownership Summary

CITIZENS FINANCIAL GROUP INC/RI reported ISHARES RUSSELL 2000 ETF (IWM) in 41 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.52% in 2023 Q4. The latest visible filing shows IWM at 1.29% 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 CITIZENS FINANCIAL GROUP INC/RI's position in ISHARES RUSSELL 2000 ETF, 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
2025 Q4

IWM was reported at 1.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.52% 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 2025 Q4

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 CITIZENS FINANCIAL GROUP INC/RI fund profile CITIZENS FINANCIAL GROUP INC/RI full holdings
How CITIZENS FINANCIAL GROUP INC/RI 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 391,062 +4,534 +1.2% 1.29% $96.3M 2026-02-14 (Est.) $262.49
2025 Q3 ADDED — — — 386,528 +4,061 +1.1% 1.28% $93.5M 2025-10-24 $248.15
2025 Q2 REDUCED — — — 382,467 -18,653 -4.7% 1.33% $82.5M 2025-08-08 $218.57
2025 Q1 ADDED — — — 401,120 +6,526 +1.7% 1.58% $80.0M 2025-05-09 $198.67
2024 Q4 ADDED — — — 394,594 +23,764 +6.4% 1.70% $87.2M 2025-02-07 $223.09
2024 Q3 ADDED — — — 370,830 +5,771 +1.6% 1.65% $81.9M 2024-11-08 $234.36
2024 Q2 ADDED — — — 365,059 +1,505 +0.4% 1.64% $74.1M 2024-08-09 $202.51
2024 Q1 UNCHANGED — — — 363,554 — 0% 2.52% $73.0M 2024-05-10 $199.84
2023 Q4 ADDED — — — 363,554 +4,437 +1.2% 2.52% $73.0M 2024-02-02 $189.68
32 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

USA FINANCIAL FORMULAS 3Y 7Y 20.38% Appian Way Asset Management LP 3Y 14.31% Finley Financial, LLC 10.25% Baron Financial Group, LLC 3Y 9.79% Vavra Capital Management, LLC 9.37% LCM Capital Management Inc 3Y 8.73% OFS Enterprise LLC 8.68% Millburn Ridgefield LLC /DE/ 3Y 7Y 8.56% Hillcrest Wealth Advisors - NY, LLC 3Y 7Y 8.35% Parkside Investments, LLC 3Y 7Y 7.68%

FAQ About CITIZENS FINANCIAL GROUP INC/RI and IWM

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

How long has CITIZENS FINANCIAL GROUP INC/RI reported owning IWM?

CITIZENS FINANCIAL GROUP INC/RI reported IWM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IWM position in CITIZENS FINANCIAL GROUP INC/RI's portfolio?

The largest reported portfolio weight for IWM was 2.52% in 2023 Q4.

What is the latest reported IWM position on this page?

The most recent filing on this page is 2025 Q4, when CITIZENS FINANCIAL GROUP INC/RI reported 391,062 shares, equal to 1.29% of portfolio, with an estimated market value of $96.3M.

What does the chart on this IWM ownership page compare?

The chart compares CITIZENS FINANCIAL GROUP INC/RI'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 CITIZENS FINANCIAL GROUP INC/RI time their IWM position?

Based on 13F filing dates vs. subsequent IWM price moves, CITIZENS FINANCIAL GROUP INC/RI correctly timed 13 out of 35 reported position changes (37%). The annualised alpha on IWM relative to SPY over the holding period was -3.3%.

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