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
2018 Q1	–	Sell	-292,600	Closed	-$44.6M	–	902
2017 Q4	$44.6M	Sell	292,600 -10,100	-3%	-$1.52M	0.09%	103
2017 Q3	$44.9M	Buy	+302,700	New	+$42.6M	0.1%	111
2015 Q3	–	Sell	-1,643,000	Closed	-$205M	–	1041
2015 Q2	$205M	Buy	1,643,000 +782,000	+91%	+$97.7M	0.56%	38
2015 Q1	$107M	Buy	+861,000	New	+$104M	0.3%	65
2013 Q3	–	Sell	-182,000	Closed	-$17.7M	–	752
2013 Q2	$17.7M	Buy	+182,000	New	+$17.4M	0.06%	341

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

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.