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
2022 Q2	–	Sell	-210,000	Closed	-$43.1M	–	56
2022 Q1	$43.1M	Buy	210,000 +120,000	+133%	+$24.5M	3%	14
2021 Q4	$20M	Buy	90,000 +30,000	+50%	+$6.78M	1.23%	36
2021 Q3	$13.1M	Sell	60,000 -240,000	-80%	-$53.2M	0.4%	46
2021 Q2	$68.8M	Buy	300,000 +90,000	+43%	+$20.2M	1.2%	40
2021 Q1	$46.4M	Buy	210,000 +60,000	+40%	+$13.1M	0.79%	48
2020 Q4	$29.4M	Buy	+150,000	New	+$26.2M	0.54%	47

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.