IWM — ISHARES RUSSELL 2000 ETF

Ownership history in CITADEL ADVISORS LLC  ·  117 quarters on record

AI Ownership Summary

CITADEL ADVISORS LLC reported ISHARES RUSSELL 2000 ETF (IWM) in 117 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.87% in 2024 Q1. The latest visible filing shows IWM at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IWM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CITADEL ADVISORS LLC's position in ISHARES RUSSELL 2000 ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IWM was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.87% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IWM stock page CITADEL ADVISORS LLC fund profile CITADEL ADVISORS LLC full holdings
How CITADEL ADVISORS LLC held IWM — position size vs. price
% of Fund (quarterly)    IWM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 30 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 968,004 -15,918,696 -94.3% 0.04% $238.3M 2026-02-14 (Est.) $262.49
2025 Q4 REDUCED 16,886,700 -7,129,900 -29.7% 0.62% $4.16B 2026-02-14 (Est.) $262.49
2025 Q4 ADDED 24,016,600 +5,477,200 +29.5% 0.89% $5.91B 2026-02-14 (Est.) $262.49
2025 Q3 ADDED 18,539,400 +18,059,404 +3762.4% 0.68% $4.49B 2025-11-14 $236.27
2025 Q3 REDUCED 479,996 -27,941,204 -98.3% 0.02% $116.1M 2025-11-14 $236.27
2025 Q3 REDUCED 28,421,200 -2,310,100 -7.5% 1.05% $6.88B 2025-11-14 $236.27
2025 Q2 ADDED 30,731,300 +7,736,100 +33.6% 1.15% $6.63B 2025-08-14 $226.43
2025 Q2 ADDED 22,995,200 +22,247,263 +2974.5% 0.86% $4.96B 2025-08-14 $226.43
2025 Q2 REDUCED 747,937 -780,349 -51.1% 0.03% $161.4M 2025-08-14 $226.43
2025 Q1 REDUCED 1,528,286 -20,758,614 -93.1% 0.06% $304.9M 2025-05-15 $205.91
2025 Q1 REDUCED 22,286,900 -15,753,100 -41.4% 0.84% $4.45B 2025-05-15 $205.91
2025 Q1 ADDED 38,040,000 +38,030,658 +407093.3% 1.44% $7.59B 2025-05-15 $205.91
2024 Q4 REDUCED 9,342 -22,387,458 -100.0% 0.00% $2.1M 2025-02-14 $223.06
2024 Q4 REDUCED 22,396,800 -8,895,600 -28.4% 0.86% $4.95B 2025-02-14 $223.06
2024 Q4 ADDED 31,292,400 +8,955,000 +40.1% 1.20% $6.91B 2025-02-14 $223.06
2024 Q3 ADDED 22,337,400 +22,115,347 +9959.5% 0.95% $4.93B 2024-11-14 $228.28
2024 Q3 REDUCED 222,053 -42,245,747 -99.5% 0.01% $49.0M 2024-11-14 $228.28
2024 Q3 ADDED 42,467,800 +41,871,125 +7017.4% 1.81% $9.38B 2024-11-14 $228.28
2024 Q2 REDUCED 596,675 -30,482,725 -98.1% 0.02% $121.1M 2024-08-14 $202.72
2024 Q2 REDUCED 31,079,400 -5,501,600 -15.0% 1.28% $6.31B 2024-08-14 $202.72
2024 Q2 ADDED 36,581,000 +36,109,708 +7661.9% 1.50% $7.42B 2024-08-14 $202.72
2024 Q1 REDUCED 471,292 -31,591,608 -98.5% 0.02% $99.1M 2024-05-15 $204.86
2024 Q1 REDUCED 32,062,900 -13,931,700 -30.3% 1.30% $6.74B 2024-05-15 $204.86
2024 Q1 ADDED 45,994,600 +1,882,200 +4.3% 1.87% $9.67B 2024-05-15 $204.86
2023 Q4 ADDED 44,112,400 +42,342,488 +2392.3% 1.77% $8.85B 2024-02-14 $194.28
2023 Q4 REDUCED 1,769,912 -28,917,588 -94.2% 0.07% $355.2M 2024-02-14 $194.28
2023 Q4 ADDED 30,687,500 +28,778,903 +1507.9% 1.23% $6.16B 2024-02-14 $194.28
2023 Q3 REDUCED 1,908,597 -40,607,003 -95.5% 0.07% $337.3M 2023-11-14 $173.48
2023 Q3 ADDED 42,515,600 +12,992,100 +44.0% 1.61% $7.51B 2023-11-14 $173.48
2023 Q3 REDUCED 29,523,500 -4,015,100 -12.0% 1.12% $5.22B 2023-11-14 $173.48
87 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IWM

As of 2025 Q4 — sorted by position size

TCM Advisors, LLC 3Y 77.64% Covalent Partners LLC 3Y 7Y 49.49% Tenzing Global Management, LLC 3Y 7Y 29.46% ARMISTICE CAPITAL, LLC 3Y 7Y 23.72% Nantahala Capital Management, LLC 3Y 7Y 21.97% Finepoint Capital LP 3Y 7Y 19.87% DRW Securities, LLC 3Y 7Y 18.65% EMG Holdings, L.P. 3Y 18.2% Oasis Management Co Ltd. 3Y 7Y 15.96% Corre Partners Management, LLC 3Y 14.59%

FAQ About CITADEL ADVISORS LLC and IWM

These are the practical questions this page is built to answer before you even open the full history table.

How long has CITADEL ADVISORS LLC reported owning IWM?

CITADEL ADVISORS LLC reported IWM across 30 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported IWM position in CITADEL ADVISORS LLC's portfolio?

The largest reported portfolio weight for IWM was 1.87% in 2024 Q1.

What is the latest reported IWM position on this page?

The most recent filing on this page is 2025 Q4, when CITADEL ADVISORS LLC reported 968,004 shares, equal to 0.04% of portfolio, with an estimated market value of $238.3M.

What does the chart on this IWM ownership page compare?

The chart compares CITADEL ADVISORS LLC's quarterly IWM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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