How many shares of IWM does Rafferty Asset Management, LLC own?

As of 2026-Q2, Rafferty Asset Management, LLC holds 3.4M shares of IWM (ISHARES RUSSELL 2000 ETF ETF).

What is Rafferty Asset Management, LLC's IWM position worth?

As of 2026-Q2, Rafferty Asset Management, LLC's IWM position is worth $1B.

Is Rafferty Asset Management, LLC buying or selling IWM?

In 2026-Q2, Rafferty Asset Management, LLC decreased their IWM position (-6.7% change in shares).

When did Rafferty Asset Management, LLC first buy IWM?

Based on available 13F filings, Rafferty Asset Management, LLC first reported a position in IWM in 2018-Q4. They have held the position across 31 quarters.

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Rafferty Asset Management, LLC

IWM
31 quarters

Position history for Rafferty Asset Management, LLC's holdings in ISHARES RUSSELL 2000 ETF ETF

Current Value

$1B

Current Shares

3.4M

Total Value Change

+$592M

Total Shares Change

+178,253

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	3.4M	-6.7%	$1B	2.3%	$300.45	0
2026-Q1	Decreased	3.7M	-26.5%	$907M	3.7%	$247.41	0
2025-Q4	Decreased	5M	-24.0%	$1.2B	4.2%	$245.14	0
2025-Q3	Decreased	6.6M	-2.9%	$1.6B	5.1%	$240.15	0
2025-Q2	Increased	6.7M	+10.6%	$1.5B	4.8%	$213.57	65
2025-Q1	Decreased	6.1M	-23.1%	$1.2B	5.2%	$196.89	0
2024-Q4	Increased	7.9M	+0.4%	$1.8B	6.2%	$217.60	62
2024-Q3	Increased	7.9M	+10.2%	$1.7B	6.0%	$216.88	68
2024-Q2	Increased	7.2M	+1.9%	$1.5B	5.4%	$199.36	63
2024-Q1	Decreased	7M	-18.1%	$1.5B	5.5%	$206.07	0
2023-Q4	Increased	8.6M	+84.1%	$1.7B	7.3%	$196.17	96
2023-Q3	Decreased	4.7M	-4.9%	$824.2M	4.8%	$172.11	0
2023-Q2	Increased	4.9M	+11.7%	$917.9M	5.2%	$180.76	69
2023-Q1	Increased	4.4M	+5.0%	$782.9M	5.3%	$171.72	65
2022-Q4	Increased	4.2M	+5.2%	$728.4M	6.1%	$167.91	65
2022-Q3	Increased	4M	+2.2%	$654.9M	7.0%	$157.44	63
2022-Q2	Decreased	3.9M	-22.8%	$658.2M	6.1%	$160.85	0
2022-Q1	Decreased	5M	-15.2%	$1B	6.1%	$194.44	0
2021-Q4	Increased	5.9M	+24.5%	$1.3B	6.9%	$210.30	76
2021-Q3	Increased	4.8M	+9.3%	$1B	7.1%	$206.17	68
2021-Q2	Decreased	4.4M	-16.8%	$1B	6.3%	$215.53	0
2021-Q1	Increased	5.2M	+10.0%	$1.2B	7.9%	$207.30	68
2020-Q4	Increased	4.8M	+46.3%	$933.6M	9.1%	$183.61	84
2020-Q3	Decreased	3.3M	-27.9%	$487.7M	5.9%	$139.84	0
2020-Q2	Increased	4.5M	+834.0%	$646.3M	9.1%	$133.16	99
2020-Q1	Decreased	483,292	-81.0%	$55.3M	2.3%	$106.09	0
2019-Q4	Decreased	2.5M	-19.1%	$421.3M	6.5%	$153.39	0
2019-Q3	Increased	3.1M	+4.9%	$475.8M	7.4%	$139.64	64
2019-Q2	Decreased	3M	-11.6%	$466M	8.2%	$143.14	0
2019-Q1	Increased	3.4M	+4.8%	$518.8M	8.3%	$140.43	64
2018-Q4	New	3.2M	-	$432.9M	9.4%	$121.55	96

Other major holders of IWM: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

IWM31 quarters

IWM
31 quarters