IWM ISHARES RUSSELL 2000 INDEX FUNRUSSELL 2000

Ownership history in Ionic Capital Management LLC  ·  62 quarters on record

This page tracks every 13F SEC filing in which Ionic Capital Management LLC reported a position in ISHARES RUSSELL 2000 INDEX FUNRUSSELL 2000 (IWM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
9.4% (2025 Q4)
Avg. % of fund
1.2%
First filed
2007 Q4
Last filed
2025 Q4
Quarters held
62
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 300,000 0% 9.40% $73.8M $245.72
2025 Q4 ADDED 300,000 +100,000 +50.0% 9.40% $73.8M $245.72
2025 Q3 UNCHANGED 200,000 0% 5.05% $48.4M $240.72
2025 Q3 ADDED 200,000 +195,785 +4645.0% 5.05% $48.4M $240.72
2024 Q3 UNCHANGED 4,215 0% 0.16% $931K $217.40
2024 Q2 UNCHANGED 4,215 0% 0.15% $855K $199.01
2024 Q1 REDUCED 4,215 -785 -15.7% 0.29% $886K $205.70
2023 Q4 UNCHANGED 5,000 0% 0.25% $1.00B $195.82
2023 Q3 UNCHANGED 5,000 0% 0.22% $883.7M $171.81
2023 Q2 UNCHANGED 5,000 0% 0.27% $936.4M $181.19
52 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWM price (monthly, adj. close)
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