Iridian Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Iridian Asset 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
2024 Q4	–	Sell	-200,000	Closed	-$44.2M	–	50
2024 Q3	$44.2M	Hold	200,000	–	–	9.46%	2
2024 Q2	$40.6M	Hold	200,000	–	–	9.16%	2
2024 Q1	$42.1M	Sell	200,000 -300,000	-60%	-$59.8M	8.25%	2
2023 Q4	$100M	Buy	500,000 +300,000	+150%	+$53.7M	18.2%	1
2023 Q3	$35.3M	Sell	200,000 -100,000	-33%	-$18.8M	7.16%	2
2023 Q2	$56.2M	Sell	300,000 -300,000	-50%	-$53.5M	5.23%	2
2023 Q1	$107M	Buy	600,000 +480,000	+400%	+$88.4M	8.78%	2
2022 Q4	$20.9M	Sell	120,000 -323,400	-73%	-$57.5M	2.02%	17
2022 Q3	$73.1M	Buy	443,400 +23,400	+6%	+$4.27M	7.26%	2
2022 Q2	$71.1M	Buy	+420,000	New	+$77.4M	5.82%	2
2021 Q2	–	Sell	-34,585	Closed	-$7.78M	–	125
2021 Q1	$7.64M	Buy	34,585 +5,049	+17%	+$1.1M	0.13%	54
2020 Q4	$5.79M	Buy	29,536 +6,080	+26%	+$1.06M	0.11%	52
2020 Q3	$3.51M	Sell	23,456 -1,101	-4%	-$166K	0.08%	44
2020 Q2	$3.52M	Hold	24,557	–	–	0.08%	45
2020 Q1	$2.81M	Buy	24,557 +3,893	+19%	+$580K	0.07%	47
2019 Q4	$3.42M	Buy	20,664 +11,235	+119%	+$1.78M	0.06%	49
2019 Q3	$1.43M	Buy	9,429 +1,196	+15%	+$183K	0.02%	54
2019 Q2	$1.28M	Buy	8,233 +461	+6%	+$71.1K	0.02%	57
2019 Q1	$1.19M	Hold	7,772	–	–	0.02%	58
2018 Q4	$1.04M	Sell	7,772 -3,426	-31%	-$511K	0.01%	58
2018 Q3	$1.89M	Hold	11,198	–	–	0.02%	54
2018 Q2	$1.83M	Hold	11,198	–	–	0.02%	62
2018 Q1	$1.7M	Hold	11,198	–	–	0.02%	64
2017 Q4	$1.71M	Buy	11,198 +1,333	+14%	+$200K	0.01%	63
2017 Q3	$1.46M	Hold	9,865	–	–	0.01%	61
2017 Q2	$1.39M	Hold	9,865	–	–	0.01%	71
2017 Q1	$1.36M	Buy	9,865 +4,255	+76%	+$581K	0.01%	70
2016 Q4	$757K	Buy	+5,610	New	+$717K	0.01%	71
2015 Q1	–	Sell	-24,131	Closed	-$2.89M	–	85
2014 Q4	$2.89M	Buy	+24,131	New	+$2.76M	0.03%	43

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Iridian Asset Management's IWM Position: Q4 2024 in Review

Iridian Asset Management sold out of iShares Russell 2000 ETF (IWM) in Q4 2024, closing a stake of 200,000 shares — an estimated $44.2M sold.

Iridian Asset Management first reported a position in IWM in Q4 2014 and held it in 29 quarters. The position peaked at $107M in Q1 2023. 2,527 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

Iridian Asset Management reported no remaining iShares Russell 2000 ETF position as of Q4 2024 after selling out during the quarter.
Iridian Asset Management sold 200,000 iShares Russell 2000 ETF shares in Q4 2024, an estimated $44.2M.
Iridian Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2014 and held it in 29 quarters.
Iridian Asset Management's iShares Russell 2000 ETF position peaked at $107M in Q1 2023.
2,527 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

Based on Iridian Asset Management's 13F filing for Q4 2024, filed 28 Jan 2025.