Soros Fund Management’s iShares Russell 2000 ETF IWM Stock Holding History

Soros Fund 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
2025 Q1	–	Sell	-751,800	Closed	-$163M	–	234
2024 Q4	$166M	Buy	+751,800	New	+$171M	2.5%	8
2024 Q1	–	Sell	-1,198,023	Closed	-$239M	–	224
2023 Q4	$240M	Buy	1,198,023 +1,037,497	+646%	+$186M	3.14%	4
2023 Q3	$28.4M	Buy	+160,526	New	+$30.1M	0.4%	64
2023 Q2	–	Sell	-186,453	Closed	-$33.2M	–	195
2023 Q1	$33.3M	Buy	+186,453	New	+$34.3M	0.51%	59

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Soros Fund Management's IWM Position: Q1 2025 in Review

Soros Fund Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2025, closing a stake of 751,800 shares — an estimated $163M sold.

Soros Fund Management first reported a position in IWM in Q1 2023 and held it in 4 quarters. The position peaked at $240M in Q4 2023. 2,359 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

Soros Fund Management reported no remaining iShares Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
Soros Fund Management sold 751,800 iShares Russell 2000 ETF shares in Q1 2025, an estimated $163M.
Soros Fund Management first reported a position in iShares Russell 2000 ETF in Q1 2023 and held it in 4 quarters.
Soros Fund Management's iShares Russell 2000 ETF position peaked at $240M in Q4 2023.
2,359 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

Based on Soros Fund Management's 13F filing for Q1 2025, filed 15 May 2025.