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	–	Sell	-250,000	Closed	-$62M	–	2799
2026 Q1	$62M	Hold	250,000	–	–	0.44%	25
2025 Q4	$61.5M	Buy	250,000 +208,000	+495%	+$51.1M	0.27%	39
2025 Q3	$10.2M	Sell	42,000 -497,000	-92%	-$114M	0.06%	346
2025 Q2	$116M	Buy	+539,000	New	+$108M	0.79%	9
2024 Q3	–	Sell	-822,800	Closed	-$167M	–	2217
2024 Q2	$167M	Buy	822,800 +702,800	+586%	+$142M	1.08%	8
2024 Q1	$25.2M	Sell	120,000 -4,910,000	-98%	-$979M	0.17%	118
2023 Q4	$1.01B	Buy	+5,030,000	New	+$901M	6.7%	2
2023 Q3	–	Sell	-125,000	Closed	-$337K	–	2017
2023 Q2	$337K	Buy	+125,000	New	+$22.3M	﹤0.01%	1361
2022 Q4	–	Sell	-225,000	Closed	-$53K	–	2804
2022 Q3	$53K	Buy	225,000 +75,000	+50%	+$13.7M	﹤0.01%	2635
2022 Q2	$25.4M	Buy	+150,000	New	+$27.7M	0.25%	96
2020 Q4	–	Sell	-100,000	Closed	-$15M	–	1712
2020 Q3	$15M	Buy	+100,000	New	+$15M	0.29%	81
2019 Q4	–	Sell	-325,000	Closed	-$1K	–	1381
2019 Q3	$1K	Buy	+325,000	New	+$49.6M	﹤0.01%	988

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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.