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Harvey Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Harvey Partners’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
Q4 		– Sell
-40,000
Closed -$9.83M – 47
2025
Q3 		$9.68M Hold
40,000
– – 0.86% 40
2025
Q2 		$8.63M Buy
+40,000
New +$8.05M 0.85% 36
2022
Q4 		– Sell
-295,300
Closed -$48.7M – 42
2022
Q3 		$48.7M Buy
+295,300
New +$53.9M 7.13% 2
2022
Q1 		– Sell
-40,000
Closed -$8.9M – 37
2021
Q4 		$8.9M Buy
+40,000
New +$9.04M 3.62% 12

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Harvey Partners's IWM Position: Q4 2025 in Review

Harvey Partners sold out of iShares Russell 2000 ETF (IWM) in Q4 2025, closing a stake of 40,000 shares — an estimated $9.83M sold.

Harvey Partners first reported a position in IWM in Q4 2021 and held it in 4 quarters. The position peaked at $48.7M in Q3 2022. 2,590 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

  • Harvey Partners reported no remaining iShares Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
  • Harvey Partners sold 40,000 iShares Russell 2000 ETF shares in Q4 2025, an estimated $9.83M.
  • Harvey Partners first reported a position in iShares Russell 2000 ETF in Q4 2021 and held it in 4 quarters.
  • Harvey Partners's iShares Russell 2000 ETF position peaked at $48.7M in Q3 2022.
  • 2,590 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on Harvey Partners's 13F filing for Q4 2025, filed 17 Feb 2026.