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Trexquant Investment’s iShares Russell 2000 ETF IWM Stock Holding History

Trexquant Investment’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
Q2 		– Sell
-1,240
Closed -$247K – 1712
2025
Q1 		$247K Buy
1,240
+219
+21% +$47.5K ﹤0.01% 1429
2024
Q4 		$226K Sell
1,021
-2,911
-74% -$664K ﹤0.01% 1455
2024
Q3 		$869K Buy
+3,932
New +$841K 0.01% 1089
2023
Q3 		– Sell
-14,677
Closed -$2.75M – 1636
2023
Q2 		$2.75M Buy
14,677
+11,637
+383% +$2.07M 0.07% 390
2023
Q1 		$542K Sell
3,040
-298
-9% -$54.9K 0.01% 964
2022
Q4 		$582K Buy
+3,338
New +$594K 0.02% 858
2022
Q1 		– Sell
-7,074
Closed -$1.57M – 1538
2021
Q4 		$1.57M Sell
7,074
-683
-9% -$154K 0.1% 268
2021
Q3 		$1.7M Buy
7,757
+3,266
+73% +$724K 0.13% 213
2021
Q2 		$1.03M Buy
+4,491
New +$1.01M 0.09% 303
2020
Q4 		– Sell
-20,501
Closed -$3.07M – 1253
2020
Q3 		$3.07M Buy
20,501
+17,213
+524% +$2.59M 0.2% 136
2020
Q2 		$471K Sell
3,288
-13,427
-80% -$1.76M 0.03% 701
2020
Q1 		$1.91M Buy
16,715
+13,818
+477% +$2.06M 0.14% 227
2019
Q4 		$480K Buy
+2,897
New +$458K 0.03% 571

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Trexquant Investment's IWM Position: Q2 2025 in Review

Trexquant Investment sold out of iShares Russell 2000 ETF (IWM) in Q2 2025, closing a stake of 1,240 shares — an estimated $247K sold.

Trexquant Investment first reported a position in IWM in Q4 2019 and held it in 13 quarters. The position peaked at $3.07M in Q3 2020. 2,367 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

  • Trexquant Investment reported no remaining iShares Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
  • Trexquant Investment sold 1,240 iShares Russell 2000 ETF shares in Q2 2025, an estimated $247K.
  • Trexquant Investment first reported a position in iShares Russell 2000 ETF in Q4 2019 and held it in 13 quarters.
  • Trexquant Investment's iShares Russell 2000 ETF position peaked at $3.07M in Q3 2020.
  • 2,367 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Trexquant Investment's 13F filing for Q2 2025, filed 12 Aug 2025.