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	$104M	Buy	+345,000	New	+$96.9M	0.37%	34
2026 Q1	–	Sell	-250,000	Closed	-$61.5M	–	2442
2025 Q4	$61.5M	Buy	+250,000	New	+$61.5M	0.27%	40
2025 Q3	–	Sell	-67,500	Closed	-$14.6M	–	2385
2025 Q2	$14.6M	Buy	+67,500	New	+$13.6M	0.1%	239
2024 Q3	–	Sell	-1,850,000	Closed	-$375M	–	2218
2024 Q2	$375M	Sell	1,850,000 -1,728,100	-48%	-$349M	2.42%	4
2024 Q1	$752M	Buy	3,578,100 +1,815,600	+103%	+$362M	5%	2
2023 Q4	$354M	Buy	1,762,500 +1,753,000	+18,453%	+$314M	2.35%	3
2023 Q3	$1.68M	Sell	9,500 -613,400	-98%	-$115M	0.01%	875
2023 Q2	$986K	Sell	622,900 -995,100	-62%	-$177M	0.01%	981
2023 Q1	$3.56M	Buy	1,618,000 +1,613,000	+32,260%	+$297M	0.03%	528
2022 Q4	$14.1K	Sell	5,000 -210,000	-98%	-$37.3M	﹤0.01%	2341
2022 Q3	$393K	Sell	215,000 -185,000	-46%	-$33.7M	﹤0.01%	1918
2022 Q2	$67.7M	Buy	400,000 +350,000	+700%	+$64.5M	0.66%	16
2022 Q1	$10.3M	Sell	50,000 -196,500	-80%	-$40.1M	0.09%	265
2021 Q4	$54.8M	Sell	246,500 -126,500	-34%	-$28.6M	0.5%	26
2021 Q3	$81.6M	Buy	+373,000	New	+$82.7M	0.84%	9
2021 Q2	–	Sell	-180,000	Closed	-$39.8M	–	2115
2021 Q1	$39.8M	Buy	180,000 +157,500	+700%	+$34.4M	0.48%	26
2020 Q4	$4.41M	Buy	22,500 +1,000	+5%	+$175K	0.06%	419
2020 Q3	$3.22M	Buy	+21,500	New	+$3.23M	0.06%	387
2020 Q1	–	Sell	-350,000	Closed	-$2K	–	1326
2019 Q4	$2K	Buy	350,000 +215,000	+159%	+$34M	﹤0.01%	1248
2019 Q3	$6K	Buy	+135,000	New	+$20.6M	﹤0.01%	972
2017 Q4	–	Sell	-200,000	Closed	-$80K	–	807
2017 Q3	$80K	Buy	+200,000	New	+$28.1M	0.01%	548

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.