D.E. Shaw & Co’s iShares Russell 2000 ETF IWM Stock Holding History

D.E. Shaw & Co’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	$275M	Buy	1,108,036 +449,677	+68%	+$116M	0.17%	120
2025 Q4	$162M	Buy	658,359 +420,179	+176%	+$103M	0.09%	255
2025 Q3	$57.6M	Sell	238,180 -477,770	-67%	-$110M	0.03%	584
2025 Q2	$154M	Buy	715,950 +545,150	+319%	+$110M	0.11%	221
2025 Q1	$34.1M	Buy	170,800 +68,435	+67%	+$14.8M	0.03%	651
2024 Q4	$22.6M	Sell	102,365 -168,474	-62%	-$38.4M	0.02%	966
2024 Q3	$59.8M	Sell	270,839 -744,429	-73%	-$159M	0.05%	444
2024 Q2	$206M	Buy	1,015,268 +638,084	+169%	+$129M	0.19%	112
2024 Q1	$79.3M	Buy	+377,184	New	+$75.2M	0.07%	328
2020 Q2	–	Sell	-98,770	Closed	-$11.3M	–	4111
2020 Q1	$11.3M	Sell	98,770 -641,230	-87%	-$95.6M	0.02%	922
2019 Q4	$123M	Buy	740,000 +269,085	+57%	+$42.5M	0.14%	167
2019 Q3	$71.3M	Buy	470,915 +452,996	+2,528%	+$69.2M	0.09%	271
2019 Q2	$2.79M	Hold	17,919	–	–	﹤0.01%	2009
2019 Q1	$2.74M	Hold	17,919	–	–	﹤0.01%	1944
2018 Q4	$2.4M	Sell	17,919 -2,517	-12%	-$376K	﹤0.01%	2001
2018 Q3	$3.44M	Sell	20,436 -10,797	-35%	-$1.82M	﹤0.01%	1819
2018 Q2	$5.12M	Hold	31,233	–	–	0.01%	1519
2018 Q1	$4.74M	Buy	31,233 +5,599	+22%	+$865K	0.01%	1441
2017 Q4	$3.91M	Buy	25,634 +732	+3%	+$110K	0.01%	1654
2017 Q3	$3.69M	Sell	24,902 -1,291	-5%	-$182K	0.01%	1604
2017 Q2	$3.69M	Buy	26,193 +300	+1%	+$41.5K	0.01%	1562
2017 Q1	$3.56M	Sell	25,893 -8,127	-24%	-$1.11M	0.01%	1497
2016 Q4	$4.59M	Buy	34,020 +28,694	+539%	+$3.67M	0.01%	1400
2016 Q3	$662K	Hold	5,326	–	–	﹤0.01%	2638
2016 Q2	$612K	Sell	5,326 -900	-14%	-$102K	﹤0.01%	2703
2016 Q1	$689K	Buy	6,226 +600	+11%	+$62.1K	﹤0.01%	2588
2015 Q4	$633K	Sell	5,626 -1,500	-21%	-$173K	﹤0.01%	2931
2015 Q3	$778K	Hold	7,126	–	–	﹤0.01%	2770
2015 Q2	$890K	Buy	7,126 +2,000	+39%	+$250K	﹤0.01%	2788
2015 Q1	$637K	Sell	5,126 -3,785	-42%	-$456K	﹤0.01%	2913
2014 Q4	$1.07M	Sell	8,911 -200	-2%	-$22.9K	﹤0.01%	2783
2014 Q3	$996K	Buy	9,111 +200	+2%	+$22.9K	﹤0.01%	2820
2014 Q2	$1.06M	Sell	8,911 -1,000	-10%	-$114K	﹤0.01%	2894
2014 Q1	$1.15M	Sell	9,911 -1,300	-12%	-$150K	﹤0.01%	2891
2013 Q4	$1.29M	Sell	11,211 -70,496	-86%	-$7.79M	﹤0.01%	2942
2013 Q3	$8.71M	Sell	81,707 -10,725	-12%	-$1.11M	0.01%	1129
2013 Q2	$8.98M	Buy	+92,432	New	+$8.83M	0.02%	932

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

D.E. Shaw & Co's IWM Position: Q1 2026 in Review

D.E. Shaw & Co increased its iShares Russell 2000 ETF (IWM) stake by 68% in Q1 2026, buying an estimated $116M and bringing the position to 1,108,036 shares worth $275M. The position accounts for 0.17% of the portfolio, ranked #120.

D.E. Shaw & Co first reported a position in IWM in Q2 2013 and has held it in 37 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

D.E. Shaw & Co held 1,108,036 shares of iShares Russell 2000 ETF worth $275M as of Q1 2026.
D.E. Shaw & Co bought 449,677 iShares Russell 2000 ETF shares in Q1 2026, an estimated $116M.
iShares Russell 2000 ETF made up 0.17% of D.E. Shaw & Co's portfolio in Q1 2026, its #120 holding.
D.E. Shaw & Co first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 37 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.