Payden & Rygel
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Payden & Rygel’s iShares Russell 2000 ETF IWM Stock Holding History

Payden & Rygel’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
Q3 		$257K Hold
924
– – 0.02% 98
2026
Q2 		$278K Buy
+924
New +$260K 0.02% 103
2015
Q1 		– Sell
-484
Closed -$58K – 211
2014
Q4 		$58K Buy
+484
New +$55.4K 0.01% 113

Other funds holding IWM

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Payden & Rygel's IWM Position: Q3 2026 in Review

Payden & Rygel held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 924 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #98.

Payden & Rygel first reported a position in IWM in Q4 2014 and has held it in 3 quarters since. The position peaked at $278K in Q2 2026. 1,912 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Payden & Rygel held 924 shares of iShares Russell 2000 ETF worth $257K as of Q3 2026.
  • Payden & Rygel left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 ETF made up 0.02% of Payden & Rygel's portfolio in Q3 2026, its #98 holding.
  • Payden & Rygel first reported a position in iShares Russell 2000 ETF in Q4 2014 and has held it in 3 quarters since.
  • Payden & Rygel's iShares Russell 2000 ETF position peaked at $278K in Q2 2026.
  • 1,912 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Payden & Rygel's 13F filing for Q3 2026, filed 28 Oct 2026.