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	-$17.7K	–	752
2013 Q2	$17.7K	Buy	+182,000	New	+$17.4M	0.06%	341

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

Loomis, Sayles & Company's IWM Position: Q1 2026 in Review

Loomis, Sayles & Company increased its iShares Russell 2000 ETF (IWM) stake by 200% in Q1 2026, buying an estimated $3.39M and bringing the position to 19,755 shares worth $4.9M. The position accounts for 0.01% of the portfolio, ranked #413.

Loomis, Sayles & Company first reported a position in IWM in Q4 2013 and has held it in 35 quarters since. The position peaked at $14.1M in Q1 2025. 2,569 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Loomis, Sayles & Company held 19,755 shares of iShares Russell 2000 ETF worth $4.9M as of Q1 2026.
Loomis, Sayles & Company bought 13,160 iShares Russell 2000 ETF shares in Q1 2026, an estimated $3.39M.
iShares Russell 2000 ETF made up 0.01% of Loomis, Sayles & Company's portfolio in Q1 2026, its #413 holding.
Loomis, Sayles & Company first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 35 quarters since.
Loomis, Sayles & Company's iShares Russell 2000 ETF position peaked at $14.1M in Q1 2025.
2,569 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Loomis, Sayles & Company's 13F filing for Q1 2026, filed 14 May 2026.