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
2024 Q1	–	Sell	-720,000	Closed	-$145M	–	416
2023 Q4	$145M	Buy	720,000 +600,000	+500%	+$107M	2.63%	5
2023 Q3	$21.2M	Buy	120,000 +20,000	+20%	+$3.75M	0.48%	59
2023 Q2	$18.7M	Buy	100,000 +90,000	+900%	+$16M	0.4%	60
2023 Q1	$1.78M	Sell	10,000 -325,000	-97%	-$59.8M	0.04%	163
2022 Q4	$58.4M	Hold	335,000	–	–	1.49%	17
2022 Q3	$55.2M	Buy	335,000 +160,000	+91%	+$29.2M	1.61%	10
2022 Q2	$29.6M	Buy	175,000 +165,000	+1,650%	+$30.4M	1.14%	23
2022 Q1	$2.05M	Sell	10,000 -40,000	-80%	-$8.16M	0.08%	139
2021 Q4	$11.1M	Buy	+50,000	New	+$11.3M	0.43%	38
2021 Q3	–	Sell	-23,000	Closed	-$5.28M	–	345
2021 Q2	$5.28M	Buy	+23,000	New	+$5.17M	0.21%	74
2021 Q1	–	Sell	-40,000	Closed	-$7.84M	–	351
2020 Q4	$7.84M	Buy	+40,000	New	+$7M	0.38%	59
2017 Q1	–	Sell	-150,000	Closed	-$20.2M	–	228
2016 Q4	$20.2M	Buy	+150,000	New	+$19.2M	2.57%	4

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 $6.73T AUM 46.02% 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 $303B AUM 53.02% 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. 2,576 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.
2,576 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.