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George Soros’s iShares Russell 2000 ETF IWM Stock Holding History

George Soros’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
Q1 		– Sell
-751,800
Closed -$163M – 234
2024
Q4 		$166M Buy
+751,800
New +$171M 2.5% 8
2024
Q1 		– Sell
-1,198,023
Closed -$239M – 224
2023
Q4 		$240M Buy
1,198,023
+1,037,497
+646% +$186M 3.14% 4
2023
Q3 		$28.4M Buy
+160,526
New +$30.1M 0.4% 64
2023
Q2 		– Sell
-186,453
Closed -$33.2M – 195
2023
Q1 		$33.3M Buy
+186,453
New +$34.3M 0.51% 59

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

George Soros's IWM Position: Q1 2025 in Review

George Soros sold out of iShares Russell 2000 ETF (IWM) in Q1 2025, closing a stake of 751,800 shares — an estimated $163M sold.

George Soros first reported a position in IWM in Q1 2023 and held it in 4 quarters. The position peaked at $240M in Q4 2023. 2,363 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

  • George Soros reported no remaining iShares Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
  • George Soros sold 751,800 iShares Russell 2000 ETF shares in Q1 2025, an estimated $163M.
  • George Soros first reported a position in iShares Russell 2000 ETF in Q1 2023 and held it in 4 quarters.
  • George Soros's iShares Russell 2000 ETF position peaked at $240M in Q4 2023.
  • 2,363 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

Based on Soros Fund Management's 13F filing for Q1 2025, filed 15 May 2025.