Simplex Trading’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $161M | Buy |
536,810
+520,581
| +3,208% | +$146M | 0.09% | 96 |
|
|
2026
Q1 | $4.02M | Buy |
+16,229
| New | +$4.19M | ﹤0.01% | 1264 |
|
|
2025
Q4 | – | Sell |
-617,585
| Closed | -$149M | – | 9292 |
|
|
2025
Q3 | $149M | Buy |
617,585
+424,988
| +221% | +$97.5M | 0.08% | 138 |
|
|
2025
Q2 | $41.6M | Buy |
+192,597
| New | +$38.8M | 0.02% | 331 |
|
|
2024
Q4 | – | Sell |
-113,827
| Closed | -$25.1M | – | 9066 |
|
|
2024
Q3 | $25.1M | Buy |
+113,827
| New | +$24.4M | 0.01% | 548 |
|
|
2024
Q1 | – | Sell |
-132,945
| Closed | -$26.7M | – | 9329 |
|
|
2023
Q4 | $26.7M | Buy |
+132,945
| New | +$23.8M | 0.02% | 593 |
|
|
2023
Q3 | – | Sell |
-67,360
| Closed | -$12.6M | – | 9208 |
|
|
2023
Q2 | $12.6M | Buy |
+67,360
| New | +$12M | 0.01% | 766 |
|
|
2022
Q1 | – | Sell |
-13,233
| Closed | -$2.94M | – | 10893 |
|
|
2021
Q4 | $2.94M | Buy |
+13,233
| New | +$2.99M | ﹤0.01% | 1652 |
|
|
2021
Q2 | – | Sell |
-347,061
| Closed | – | – | 10352 |
|
|
2021
Q1 | $0 | Buy |
347,061
+309,022
| +812% | +$67.5M | ﹤0.01% | 9372 |
|
|
2020
Q4 | $7.46M | Buy |
38,039
+36,039
| +1,802% | +$6.31M | 0.01% | 723 |
|
|
2020
Q3 | $299K | Sell |
2,000
-83,178
| -98% | -$12.5M | ﹤0.01% | 3605 |
|
|
2020
Q2 | $12.2M | Sell |
85,178
-65,838
| -44% | -$8.64M | 0.02% | 444 |
|
|
2020
Q1 | $17.3M | Buy |
+151,016
| New | +$22.5M | 0.03% | 265 |
|
|
2019
Q3 | – | Sell |
-234,093
| Closed | -$36.4M | – | 7549 |
|
|
2019
Q2 | $36.4M | Buy |
234,093
+116,007
| +98% | +$17.9M | 0.1% | 131 |
|
|
2019
Q1 | $18.1M | Sell |
118,086
-401,139
| -77% | -$60.3M | 0.05% | 243 |
|
|
2018
Q4 | $69.5M | Buy |
519,225
+391,973
| +308% | +$58.5M | 0.2% | 58 |
|
|
2018
Q3 | $21.4M | Buy |
+127,252
| New | +$21.5M | 0.07% | 198 |
|
|
2018
Q2 | – | Sell |
-10,730
| Closed | -$1.63M | – | 7615 |
|
|
2018
Q1 | $1.63M | Sell |
10,730
-61,658
| -85% | -$9.52M | 0.07% | 233 |
|
|
2017
Q4 | $11M | Sell |
72,388
-141,782
| -66% | -$21.3M | 0.48% | 37 |
|
|
2017
Q3 | $31.7M | Buy |
+214,170
| New | +$30.1M | 1.3% | 8 |
|
|
2016
Q4 | – | Sell |
-34,327
| Closed | -$4.26M | – | 6164 |
|
|
2016
Q3 | $4.26M | Buy |
34,327
+8,433
| +33% | +$1.03M | 0.29% | 56 |
|
|
2016
Q2 | $2.98M | Buy |
25,894
+15,520
| +150% | +$1.75M | 0.2% | 79 |
|
|
2016
Q1 | $1.15M | Buy |
+10,374
| New | +$1.07M | 0.09% | 194 |
|
|
2015
Q4 | – | Sell |
-251,486
| Closed | -$27.5M | – | 5737 |
|
|
2015
Q3 | $27.5M | Buy |
+251,486
| New | +$29.8M | 2.01% | 3 |
|
Other funds holding IWM
Simplex Trading's IWM Position: Q2 2026 in Review
Simplex Trading increased its iShares Russell 2000 ETF (IWM) stake by 3,208% in Q2 2026, buying an estimated $146M and bringing the position to 536,810 shares worth $161M. The position accounts for 0.09% of the portfolio, ranked #96.
Simplex Trading first reported a position in IWM in Q3 2015 and has held it in 24 quarters since. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.
- Simplex Trading held 536,810 shares of iShares Russell 2000 ETF worth $161M as of Q2 2026.
- Simplex Trading bought 520,581 iShares Russell 2000 ETF shares in Q2 2026, an estimated $146M.
- iShares Russell 2000 ETF made up 0.09% of Simplex Trading's portfolio in Q2 2026, its #96 holding.
- Simplex Trading first reported a position in iShares Russell 2000 ETF in Q3 2015 and has held it in 24 quarters since.
- 2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.
Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.