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IWM
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Position history for Rafferty Asset Management, LLC's holdings in ISHARES TR

Rafferty Asset Management, LLC holds 3.7M shares of IWM (ISHARES TR), worth $907M as of 2026-Q1. The position was decreased (-26.5% shares). IWM represents 3.7% of Rafferty Asset Management, LLC's portfolio.

Current Value

$907M

Current Shares

3.7M

Total Value Change

-$547.9M

Total Shares Change

-3.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
3.7M
-26.5%
$907M3.7%$259.24
0
2025-Q4
Decreased
5M
-24.0%
$1.2B4.2%$248.03
0
2025-Q3
Decreased
6.6M
-2.9%
$1.6B5.1%$240.81
0
2025-Q2
Increased
6.7M
+10.6%
$1.5B4.8%$214.15
65
2025-Q1
Decreased
6.1M
-23.1%
$1.2B5.2%$198.67
0
2024-Q4
Increased
7.9M
+0.4%
$1.8B6.2%$218.23
62
2024-Q3
Increased
7.9M
+10.2%
$1.7B6.0%$217.23
68
2024-Q2
Increased
7.2M
+1.9%
$1.5B5.4%$199.36
63

Other major holders of IWM: BANK OF AMERICA CORP /DE/, MORGAN STANLEY

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