Discovery Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Discovery Capital Management’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	-75,526,500	Closed	-$350K	–	94
2025 Q2	$350K	Buy	+75,526,500	New	+$15.2B	0.03%	67
2023 Q3	–	Sell	-100,000	Closed	-$18.7M	–	56
2023 Q2	$18.7M	Buy	+100,000	New	+$17.8M	1.97%	14
2021 Q3	–	Sell	-1,200,000	Closed	-$275M	–	79
2021 Q2	$275M	Buy	+1,200,000	New	+$270M	17.79%	2
2017 Q4	–	Sell	-950,000	Closed	-$141M	–	64
2017 Q3	$141M	Buy	+950,000	New	+$134M	3.36%	7

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

Discovery Capital Management's IWM Position: Q1 2026 in Review

Discovery Capital Management held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 2,469 shares worth $612K. The position accounts for 0.03% of the portfolio, ranked #73.

Discovery Capital Management first reported a position in IWM in Q4 2016 and has held it in 6 quarters since. The position peaked at $255M in Q4 2016. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Discovery Capital Management held 2,469 shares of iShares Russell 2000 ETF worth $612K as of Q1 2026.
Discovery Capital Management left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.03% of Discovery Capital Management's portfolio in Q1 2026, its #73 holding.
Discovery Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 6 quarters since.
Discovery Capital Management's iShares Russell 2000 ETF position peaked at $255M in Q4 2016.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Discovery Capital Management's 13F filing for Q1 2026, filed 15 May 2026.