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Nantahala Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Nantahala Capital Management’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
-117,159
Closed -$30.2M – 163
2025
Q4 		$28.8M Buy
+117,159
New +$28.8M 0.95% 25
2025
Q2 		– Sell
-29,151
Closed -$5.87M – 161
2025
Q1 		$5.82M Sell
29,151
-68,486
-70% -$14.9M 0.23% 63
2024
Q4 		$21.6M Buy
97,637
+95,306
+4,089% +$21.7M 0.93% 20
2024
Q3 		$515K Buy
2,331
+815
+54% +$174K 0.03% 123
2024
Q2 		$308K Buy
+1,516
New +$306K 0.02% 118
2024
Q1 		– Sell
-97,969
Closed -$19.5M – 134
2023
Q4 		$19.7M Buy
97,969
+76,091
+348% +$13.6M 1.18% 17
2023
Q3 		$3.87M Sell
21,878
-34,794
-61% -$6.53M 0.33% 69
2023
Q2 		$10.6M Sell
56,672
-134,368
-70% -$24M 1.03% 23
2023
Q1 		$34.1M Sell
191,040
-500,036
-72% -$92.1M 2.61% 9
2022
Q4 		$120M Buy
691,076
+615,706
+817% +$110M 7.81% 2
2022
Q3 		$12.4M Buy
75,370
+51,497
+216% +$9.39M 0.8% 34
2022
Q2 		$4.04M Sell
23,873
-344,156
-94% -$63.4M 0.2% 66
2022
Q1 		$75.5M Buy
368,029
+325,399
+763% +$66.4M 3.34% 3
2021
Q4 		$9.48M Sell
42,630
-56,963
-57% -$12.9M 0.33% 59
2021
Q3 		$21.8M Buy
+99,593
New +$22.1M 0.69% 38
2021
Q2 		– Sell
-273,745
Closed -$61.5M – 127
2021
Q1 		$60.5M Buy
+273,745
New +$59.8M 1.77% 10
2020
Q4 		– Sell
-86,413
Closed -$15.1M – 120
2020
Q3 		$12.9M Sell
86,413
-148,156
-63% -$22.3M 0.4% 59
2020
Q2 		$33.6M Buy
+234,569
New +$30.8M 1.01% 26
2014
Q2 		– Sell
-100,000
Closed -$11.4M – 101
2014
Q1 		$11.6M Buy
100,000
+75,380
+306% +$8.7M 1.87% 12
2013
Q4 		$2.84M Buy
+24,620
New +$2.72M 0.46% 58

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Nantahala Capital Management's IWM Position: Q1 2026 in Review

Nantahala Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 117,159 shares — an estimated $30.2M sold.

Nantahala Capital Management first reported a position in IWM in Q4 2013 and held it in 20 quarters. The position peaked at $120M in Q4 2022. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Nantahala Capital Management reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
  • Nantahala Capital Management sold 117,159 iShares Russell 2000 ETF shares in Q1 2026, an estimated $30.2M.
  • Nantahala Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2013 and held it in 20 quarters.
  • Nantahala Capital Management's iShares Russell 2000 ETF position peaked at $120M in Q4 2022.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Nantahala Capital Management's 13F filing for Q1 2026, filed 15 May 2026.