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Rafferty Asset Management, LLC: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rafferty Asset Management, LLC on IWM, newest first. How the timeline and the estimate are built.

Rafferty Asset Management, LLC held 3,410,936 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,410,936 shares
    Change vs previous 13F -246,231 shares

    2.33% of the 13F portfolio, value $1,024,815,721.

    13F-HR 0001999371-26-017909 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,657,167 shares
    Change vs previous 13F -1,321,565 shares

    3.68% of the 13F portfolio, value $906,977,416.

    13F-HR 0001999371-26-010796 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,978,732 shares
    Change vs previous 13F -1,573,628 shares

    4.23% of the 13F portfolio, value $1,225,564,669.

    13F-HR 0001999371-26-003261 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,552,360 shares
    Change vs previous 13F -195,469 shares

    5.14% of the 13F portfolio, value $1,585,409,026.

    13F-HR 0001999371-25-017439 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,747,829 shares
    Change vs previous 13F +648,801 shares

    4.8% of the 13F portfolio, value $1,456,114,020.

    13F-HR 0001999371-25-011302 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,099,028 shares
    Change vs previous 13F -1,830,089 shares

    5.19% of the 13F portfolio, value $1,216,695,096.

    13F-HR 0001999371-25-006071 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,929,117 shares
    Change vs previous 13F +28,343 shares

    6.2% of the 13F portfolio, value $1,752,017,692.

    13F-HR 0001999371-25-001622 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,900,774 shares
    Change vs previous 13F not available

    5.98% of the 13F portfolio, value $1,745,201,969.

    13F-HR 0001999371-24-014625 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).