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
2023 Q4	–	Sell	-10,000	Closed	-$1.77M	–	46
2023 Q3	$1.77M	Buy	+10,000	New	+$1.88M	0.22%	42
2022 Q1	–	Sell	-50,000	Closed	-$11.1M	–	36
2021 Q4	$11.1M	Buy	+50,000	New	+$11.3M	4.52%	6
2016 Q3	–	Sell	-500	Closed	-$5.75M	–	40
2016 Q2	$5.75M	Sell	500 -500	-50%	-$56.4K	5.74%	3
2016 Q1	$11.1M	Buy	+1,000	New	+$104K	10.01%	1
2014 Q1	–	Sell	-150,000	Closed	-$17.3M	–	63
2013 Q4	$17.3M	Buy	+150,000	New	+$16.6M	7.72%	1

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

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.