Natixis’s iShares Russell 2000 ETF IWM Stock Holding History

Natixis’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
2025 Q1	–	Sell	-71,118	Closed	-$15.7M	–	1089
2024 Q4	$15.7M	Buy	+71,118	New	+$16.2M	0.1%	158
2024 Q2	–	Sell	-2,100,100	Closed	-$442M	–	1071
2024 Q1	$442M	Buy	+2,100,100	New	+$419M	2.3%	7
2023 Q4	–	Sell	-500,000	Closed	-$88.4M	–	1103
2023 Q3	$88.4M	Sell	500,000 -250,000	-33%	-$46.9M	0.68%	24
2023 Q2	$140M	Buy	750,000 +500,000	+200%	+$89.1M	1.14%	13
2023 Q1	$44.6M	Buy	250,000 +218,150	+685%	+$40.2M	0.4%	55
2022 Q4	$5.55M	Buy	+31,850	New	+$5.66M	0.03%	364
2021 Q4	–	Sell	-851,071	Closed	-$186M	–	1290
2021 Q3	$186M	Sell	851,071 -30,429	-3%	-$6.75M	0.64%	18
2021 Q2	$202M	Sell	881,500 -118,500	-12%	-$26.6M	0.88%	18
2021 Q1	$221M	Buy	+1,000,000	New	+$218M	0.72%	21
2020 Q4	–	Sell	-749,823	Closed	-$112M	–	1072
2020 Q3	$112M	Buy	749,823 +740,675	+8,097%	+$111M	0.83%	28
2020 Q2	$1.31M	Buy	+9,148	New	+$1.2M	0.01%	488
2020 Q1	–	Sell	-15,721	Closed	-$2.6M	–	791
2019 Q4	$2.6M	Sell	15,721 -14,835	-49%	-$2.34M	0.02%	510
2019 Q3	$4.62M	Sell	30,556 -692,332	-96%	-$106M	0.03%	365
2019 Q2	$112M	Sell	722,888 -262,054	-27%	-$40.4M	0.86%	25
2019 Q1	$151M	Sell	984,942 -665,058	-40%	-$99.9M	0.95%	15
2018 Q4	$221M	Sell	1,650,000 -1,663,793	-50%	-$248M	1.82%	7
2018 Q3	$558M	Buy	3,313,793 +7,440	+0.2%	+$1.26M	3.23%	1
2018 Q2	$540M	Buy	3,306,353 +601,290	+22%	+$96.2M	2.86%	3
2018 Q1	$411M	Buy	2,705,063 +5,063	+0.2%	+$782K	2.52%	3
2017 Q4	$412M	Buy	2,700,000 +1,200,000	+80%	+$180M	3.16%	3
2017 Q3	$222M	Sell	1,500,000 -7,965	-0.5%	-$1.12M	2.05%	4
2017 Q2	$213M	Buy	1,507,965 +750,535	+99%	+$104M	2.42%	4
2017 Q1	$104M	Sell	757,430 -2,439	-0.3%	-$333K	1.3%	13
2016 Q4	$102M	Buy	759,869 +757,345	+30,006%	+$96.8M	1.06%	18
2016 Q3	$314K	Sell	2,524 -6,767	-73%	-$823K	﹤0.01%	472
2016 Q2	$1.07M	Sell	9,291 -1,239,157	-99%	-$140M	0.02%	264
2016 Q1	$138M	Buy	1,248,448 +1,210,644	+3,202%	+$125M	2.32%	7
2015 Q4	$4.25M	Buy	+37,804	New	+$4.36M	0.07%	130
2015 Q3	–	Sell	-4,210	Closed	-$526K	–	351
2015 Q2	$526K	Sell	4,210 -14,800	-78%	-$1.85M	0.01%	250
2015 Q1	$2.36M	Sell	19,010 -2,375	-11%	-$286K	0.03%	178
2014 Q4	$2.56M	Sell	21,385 -23,561	-52%	-$2.69M	0.04%	162
2014 Q3	$4.91M	Buy	44,946 +2,736	+6%	+$313K	0.08%	152
2014 Q2	$5.01M	Sell	42,210 -3,500	-8%	-$397K	0.06%	179
2014 Q1	$5.32M	Sell	45,710 -59,035	-56%	-$6.81M	0.07%	177
2013 Q4	$12.1M	Sell	104,745 -40,665	-28%	-$4.49M	0.1%	161
2013 Q3	$15.5M	Buy	145,410 +116,480	+403%	+$12.1M	0.17%	135
2013 Q2	$2.81M	Buy	+28,930	New	+$2.76M	0.04%	205

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

Natixis's IWM Position: Q1 2025 in Review

Natixis sold out of iShares Russell 2000 ETF (IWM) in Q1 2025, closing a stake of 71,118 shares — an estimated $15.7M sold.

Natixis first reported a position in IWM in Q2 2013 and held it in 37 quarters. The position peaked at $558M in Q3 2018. 2,359 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

Natixis reported no remaining iShares Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
Natixis sold 71,118 iShares Russell 2000 ETF shares in Q1 2025, an estimated $15.7M.
Natixis first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 37 quarters.
Natixis's iShares Russell 2000 ETF position peaked at $558M in Q3 2018.
2,359 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

Based on Natixis's 13F filing for Q1 2025, filed 14 May 2025.