Lombard Odier Asset Management (USA)’s iShares Russell 2000 ETF IWM Stock Holding History

Lombard Odier Asset Management (USA)’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	-5,285	Closed	-$1.3M	–	310
2025 Q4	$1.3M	Sell	5,285 -5,682	-52%	-$1.4M	0.12%	109
2025 Q3	$2.65M	Buy	10,967 +2,304	+27%	+$529K	0.18%	93
2025 Q2	$1.87M	Buy	+8,663	New	+$1.74M	0.14%	121
2024 Q1	–	Sell	-2,000	Closed	-$399K	–	417
2023 Q4	$401K	Buy	+2,000	New	+$358K	0.01%	274
2023 Q3	–	Sell	-20,000	Closed	-$3.75M	–	389
2023 Q2	$3.75M	Hold	20,000	–	–	0.08%	149
2023 Q1	$3.57M	Sell	20,000 -83,551	-81%	-$15.4M	0.08%	128
2022 Q4	$18.1M	Sell	103,551 -9,318	-8%	-$1.66M	0.46%	52
2022 Q3	$18.6M	Buy	112,869 +92,802	+462%	+$16.9M	0.54%	55
2022 Q2	$3.4M	Sell	20,067 -24,933	-55%	-$4.6M	0.13%	133
2022 Q1	$9.24M	Buy	+45,000	New	+$9.18M	0.34%	56
2021 Q3	–	Sell	-55,000	Closed	-$12.6M	–	346
2021 Q2	$12.6M	Buy	+55,000	New	+$12.4M	0.5%	45
2018 Q3	–	Sell	-182,000	Closed	-$29.8M	–	266
2018 Q2	$29.8M	Buy	+182,000	New	+$29.1M	1.95%	6

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

Lombard Odier Asset Management (USA)'s IWM Position: Q1 2026 in Review

Lombard Odier Asset Management (USA) sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 5,285 shares — an estimated $1.3M sold.

Lombard Odier Asset Management (USA) first reported a position in IWM in Q2 2018 and held it in 12 quarters. The position peaked at $29.8M in Q2 2018. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Lombard Odier Asset Management (USA) reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
Lombard Odier Asset Management (USA) sold 5,285 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.3M.
Lombard Odier Asset Management (USA) first reported a position in iShares Russell 2000 ETF in Q2 2018 and held it in 12 quarters.
Lombard Odier Asset Management (USA)'s iShares Russell 2000 ETF position peaked at $29.8M in Q2 2018.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q1 2026, filed 15 May 2026.