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
2025 Q3	–	Sell	-2,675,000	Closed	-$577M	–	4747
2025 Q2	$577M	Buy	+2,675,000	New	+$538M	0.41%	29
2017 Q1	–	Sell	-313,000	Closed	-$42.2M	–	3442
2016 Q4	$42.2M	Buy	+313,000	New	+$40M	0.07%	356
2013 Q4	–	Sell	-3,600	Closed	-$384K	–	4567
2013 Q3	$384K	Sell	3,600 -83,900	-96%	-$8.68M	﹤0.01%	3770
2013 Q2	$8.5M	Buy	+87,500	New	+$8.36M	0.02%	974

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.