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Steve Schonfeld’s iShares Russell 2000 ETF IWM Stock Holding History

Steve Schonfeld’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
Q2 		$125K Buy
+416
New +$117K ﹤0.01% 2272
2025
Q3 		– Sell
-12,839
Closed -$2.95M – 2384
2025
Q2 		$2.77M Buy
12,839
+11,206
+686% +$2.26M 0.02% 816
2025
Q1 		$326K Sell
1,633
-51,997
-97% -$11.3M ﹤0.01% 1757
2024
Q4 		$11.9M Buy
53,630
+30,288
+130% +$6.91M 0.07% 264
2024
Q3 		$5.16M Sell
23,342
-183,742
-89% -$39.3M 0.03% 532
2024
Q2 		$42M Sell
207,084
-14,918
-7% -$3.01M 0.27% 54
2024
Q1 		$46.7M Buy
222,002
+86,425
+64% +$17.2M 0.31% 31
2023
Q4 		$27.2M Buy
135,577
+110,804
+447% +$19.9M 0.18% 104
2023
Q3 		$4.38M Sell
24,773
-5,053
-17% -$949K 0.03% 586
2023
Q2 		$5.59M Sell
29,826
-77,927
-72% -$13.9M 0.05% 459
2023
Q1 		$19.2M Buy
107,753
+50,050
+87% +$9.22M 0.18% 160
2022
Q4 		$10.1M Sell
57,703
-55,444
-49% -$9.86M 0.08% 301
2022
Q3 		$18.7M Sell
113,147
-24,635
-18% -$4.49M 0.16% 184
2022
Q2 		$23.3M Buy
+137,782
New +$25.4M 0.23% 109
2022
Q1 		– Sell
-10,993
Closed -$2.24M – 2750
2021
Q4 		$2.44M Buy
10,993
+10,155
+1,212% +$2.29M 0.02% 654
2021
Q3 		$183K Sell
838
-3,976
-83% -$881K ﹤0.01% 1799
2021
Q2 		$1.1M Buy
+4,814
New +$1.08M 0.01% 899
2020
Q3 		– Sell
-4,566
Closed -$687K – 1501
2020
Q2 		$654K Buy
+4,566
New +$599K 0.02% 723
2017
Q1 		– Sell
-7,300
Closed -$984K – 666
2016
Q4 		$984K Buy
+7,300
New +$933K 0.13% 236
2016
Q2 		– Sell
-10,500
Closed -$1.16M – 479
2016
Q1 		$1.16M Buy
+10,500
New +$1.09M 0.47% 54

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Steve Schonfeld's IWM Position: Q2 2026 in Review

Steve Schonfeld opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 416 shares worth $125K. The stake represents ﹤0.01% of the portfolio and ranks #2272 among its holdings. This is a return to the name: Steve Schonfeld previously reported a position in IWM as recently as Q2 2025.

Steve Schonfeld first reported a position in IWM in Q1 2016 and has held it in 20 quarters since. The position peaked at $46.7M in Q1 2024. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Steve Schonfeld held 416 shares of iShares Russell 2000 ETF worth $125K as of Q2 2026.
  • iShares Russell 2000 ETF was a new Steve Schonfeld position in Q2 2026.
  • iShares Russell 2000 ETF made up ﹤0.01% of Steve Schonfeld's portfolio in Q2 2026, its #2272 holding.
  • Steve Schonfeld first reported a position in iShares Russell 2000 ETF in Q1 2016 and has held it in 20 quarters since.
  • Steve Schonfeld's iShares Russell 2000 ETF position peaked at $46.7M in Q1 2024.
  • 2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.