LMR Partners’s iShares Russell 2000 ETF IWM Stock Holding History

LMR 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
2026 Q1	–	Sell	-500,000	Closed	-$123M	–	1669
2025 Q4	$123M	Buy	+500,000	New	+$123M	0.23%	35
2025 Q1	–	Sell	-2,812,500	Closed	-$621M	–	1509
2024 Q4	$621M	Sell	2,812,500 -2,050,000	-42%	-$467M	5.23%	2
2024 Q3	$1.07B	Buy	4,862,500 +1,953,700	+67%	+$418M	8.55%	2
2024 Q2	$590M	Buy	2,908,800 +108,800	+4%	+$22M	4.98%	2
2024 Q1	$589M	Buy	2,800,000 +1,400,000	+100%	+$279M	5.99%	2
2023 Q4	$281M	Buy	1,400,000 +900,000	+180%	+$161M	3.21%	2
2023 Q3	$88.4M	Sell	500,000 -650,000	-57%	-$122M	0.99%	16
2023 Q2	$215M	Buy	+1,150,000	New	+$205M	2.39%	5
2021 Q4	–	Sell	-1,428,000	Closed	-$312M	–	1210
2021 Q3	$312M	Buy	+1,428,000	New	+$317M	3.52%	2

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

LMR Partners's IWM Position: Q1 2026 in Review

LMR Partners sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 145,169 shares — an estimated $35.7M sold.

LMR Partners first reported a position in IWM in Q2 2023 and held it in 7 quarters. The position peaked at $76.6M in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

LMR Partners reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
LMR Partners sold 145,169 iShares Russell 2000 ETF shares in Q1 2026, an estimated $35.7M.
LMR Partners first reported a position in iShares Russell 2000 ETF in Q2 2023 and held it in 7 quarters.
LMR Partners's iShares Russell 2000 ETF position peaked at $76.6M in Q4 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.