Loomis, Sayles & Company
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Loomis, Sayles & Company’s iShares Russell 2000 ETF IWM Stock Holding History

Loomis, Sayles & Company’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
2017
Q2 		– Sell
-58,500
Closed -$8.04M – 972
2017
Q1 		$8.04M Buy
+58,500
New +$7.99M 0.02% 448
2014
Q3 		– Sell
-225,600
Closed -$26.8M – 734
2014
Q2 		$26.8M Buy
+225,600
New +$25.6M 0.08% 247

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Loomis, Sayles & Company's IWM Position: Q2 2026 in Review

Loomis, Sayles & Company reduced its iShares Russell 2000 ETF (IWM) stake by 24% in Q2 2026, selling an estimated $1.33M and leaving 15,035 shares worth $4.52M. The position accounts for 0.01% of the portfolio, ranked #444.

Loomis, Sayles & Company first reported a position in IWM in Q4 2013 and has held it in 36 quarters since. The position peaked at $14.1M in Q1 2025. 2,735 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Loomis, Sayles & Company held 15,035 shares of iShares Russell 2000 ETF worth $4.52M as of Q2 2026.
  • Loomis, Sayles & Company sold 4,720 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.33M.
  • iShares Russell 2000 ETF made up 0.01% of Loomis, Sayles & Company's portfolio in Q2 2026, its #444 holding.
  • Loomis, Sayles & Company first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 36 quarters since.
  • Loomis, Sayles & Company's iShares Russell 2000 ETF position peaked at $14.1M in Q1 2025.
  • 2,735 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Loomis, Sayles & Company's 13F filing for Q2 2026, filed 14 Aug 2026.