Jeffrey Smith’s iShares Russell 2000 ETF IWM Stock Holding History

Jeffrey Smith’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
2026 Q1	–	Sell	-137,000	Closed	-$35.3M	–	29
2025 Q4	$33.7M	Hold	137,000	–	–	0.64%	21
2025 Q3	$33.1M	Sell	137,000 -203,000	-60%	-$46.6M	0.62%	20
2025 Q2	$73.4M	Buy	+340,000	New	+$68.4M	1.27%	17
2023 Q1	–	Sell	-519,380	Closed	-$95.6M	–	107
2022 Q4	$90.6M	Buy	519,380 +200,000	+63%	+$35.6M	1.74%	14
2022 Q3	$52.7M	Buy	319,380 +5,000	+2%	+$912K	1.16%	17
2022 Q2	$53.2M	Sell	314,380 -1,000,000	-76%	-$184M	0.97%	19
2022 Q1	$270M	Sell	1,314,380 -70,000	-5%	-$14.3M	3.58%	10
2021 Q4	$308M	Sell	1,384,380 -113,620	-8%	-$25.7M	4.27%	11
2021 Q3	$328M	Buy	1,498,000 +920,000	+159%	+$204M	6%	7
2021 Q2	$133M	Buy	578,000 +37,000	+7%	+$8.32M	2.6%	16
2021 Q1	$120M	Buy	541,000 +10,000	+2%	+$2.18M	2.55%	16
2020 Q4	$104M	Buy	531,000 +225,000	+74%	+$39.4M	2.65%	14
2020 Q3	$45.8M	Sell	306,000 -669,777	-69%	-$101M	1.36%	16
2020 Q2	$95.1M	Buy	+975,777	New	+$128M	3.39%	13
2014 Q4	–	Sell	-52,000	Closed	-$5.95M	–	31
2014 Q3	$5.69M	Buy	52,000 +47,000	+940%	+$5.38M	0.2%	28
2014 Q2	$594K	Sell	5,000 -82,000	-94%	-$9.31M	0.02%	29
2014 Q1	$10.1M	Sell	87,000 -133,000	-60%	-$15.3M	0.55%	23
2013 Q4	$25.4M	Sell	220,000 -255,000	-54%	-$28.2M	1.26%	17
2013 Q3	$50.6M	Buy	475,000 +20,000	+4%	+$2.07M	4.07%	11
2013 Q2	$44.1M	Buy	+455,000	New	+$43.5M	3.08%	13

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jeffrey Smith's IWM Position: Q1 2026 in Review

Jeffrey Smith sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 137,000 shares — an estimated $35.3M sold.

Jeffrey Smith first reported a position in IWM in Q2 2013 and held it in 20 quarters. The position peaked at $328M in Q3 2021. 2,579 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Jeffrey Smith reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
Jeffrey Smith sold 137,000 iShares Russell 2000 ETF shares in Q1 2026, an estimated $35.3M.
Jeffrey Smith first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 20 quarters.
Jeffrey Smith's iShares Russell 2000 ETF position peaked at $328M in Q3 2021.
2,579 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Starboard Value's 13F filing for Q1 2026, filed 15 May 2026.