Harvey Partners’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.06M | Sell |
32,500
-27,500
| -46% | -$7.09M | 0.64% | 44 |
|
|
2025
Q4 | $14.8M | Sell |
60,000
-20,000
| -25% | -$4.92M | 1.31% | 33 |
|
|
2025
Q3 | $19.4M | Buy |
+80,000
| New | +$18.4M | 1.72% | 29 |
|
|
2024
Q4 | – | Sell |
-40,000
| Closed | -$8.84M | – | 46 |
|
|
2024
Q3 | $8.84M | Buy |
+40,000
| New | +$8.56M | 1.01% | 37 |
|
|
2024
Q2 | – | Sell |
-105,000
| Closed | -$22.1M | – | 43 |
|
|
2024
Q1 | $22.1M | Buy |
+105,000
| New | +$20.9M | 2.34% | 19 |
|
|
2022
Q4 | – | Sell |
-75,000
| Closed | -$12.4M | – | 43 |
|
|
2022
Q3 | $12.4M | Buy |
+75,000
| New | +$13.7M | 1.81% | 24 |
|
|
2022
Q1 | – | Sell |
-60,000
| Closed | -$13.3M | – | 38 |
|
|
2021
Q4 | $13.3M | Buy |
+60,000
| New | +$13.6M | 5.42% | 3 |
|
|
2021
Q3 | – | Sell |
-20,000
| Closed | -$4.59M | – | 33 |
|
|
2021
Q2 | $4.59M | Sell |
20,000
-10,000
| -33% | -$2.25M | 3.18% | 11 |
|
|
2021
Q1 | $6.63M | Buy |
+30,000
| New | +$6.55M | 4.57% | 5 |
|
|
2020
Q3 | – | Sell |
-30,000
| Closed | -$4.29M | – | 47 |
|
|
2020
Q2 | $4.29M | Buy |
+30,000
| New | +$3.94M | 5.18% | 4 |
|
|
2020
Q1 | – | Sell |
-100,000
| Closed | -$16.6M | – | 37 |
|
|
2019
Q4 | $16.6M | Buy |
100,000
+75,000
| +300% | +$11.9M | 9.42% | 1 |
|
|
2019
Q3 | $3.78M | Buy |
25,000
+5,000
| +25% | +$763K | 2.73% | 15 |
|
|
2019
Q2 | $3.11M | Sell |
20,000
-10,000
| -33% | -$1.54M | 4.29% | 8 |
|
|
2019
Q1 | $4.59M | Buy |
+30,000
| New | +$4.51M | 7.6% | 5 |
|
|
2017
Q4 | – | Sell |
-100,000
| Closed | -$14.8M | – | 29 |
|
|
2017
Q3 | $14.8M | Buy |
100,000
+20,000
| +25% | +$2.81M | 17.01% | 1 |
|
|
2017
Q2 | $11.3M | Buy |
80,000
+23,000
| +40% | +$3.18M | 12.91% | 1 |
|
|
2017
Q1 | $7.84M | Sell |
57,000
-93,000
| -62% | -$12.7M | 9.45% | 1 |
|
|
2016
Q4 | $20.2M | Buy |
+150,000
| New | +$19.2M | 21.24% | 1 |
|
|
2016
Q3 | – | Sell |
-750
| Closed | -$8.62M | – | 41 |
|
|
2016
Q2 | $8.62M | Buy |
+750
| New | +$84.6K | 8.61% | 1 |
|
|
2015
Q4 | – | Sell |
-7,500
| Closed | -$819K | – | 40 |
|
|
2015
Q3 | $819K | Buy |
+7,500
| New | +$889K | 0.51% | 34 |
|
|
2015
Q2 | – | Sell |
-100,000
| Closed | -$12.4M | – | 49 |
|
|
2015
Q1 | $12.4M | Sell |
100,000
-150,000
| -60% | -$18.1M | 4.95% | 4 |
|
|
2014
Q4 | $29.9M | Buy |
+250,000
| New | +$28.6M | 9.78% | 2 |
|
|
2014
Q1 | – | Sell |
-150,000
| Closed | -$17.3M | – | 64 |
|
|
2013
Q4 | $17.3M | Buy |
150,000
+25,000
| +20% | +$2.76M | 7.72% | 2 |
|
|
2013
Q3 | $5.6M | Buy |
+125,000
| New | +$12.9M | 2.91% | 13 |
|
Other funds holding IWM
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.