Renaissance Technologies’s IWR Holdings & Trades

First Buy
Q1 2018
Duration Held
26 Quarters
Largest Add
Q4 2024
+60,400 Shares
Current Position
22,200 Shares
$2.14 M Value

Renaissance Technologies's IWR Position Overview

Renaissance Technologies (via Renaissance Technologies LLC) currently holds 22,200 shares of iShares Russell Midcap ETF (IWR) worth $2.14 M, representing 0.00% of the portfolio. First purchased in 2018-Q1, this long-term strategic position has been held for 26 quarters.

Based on 13F filings, Renaissance Technologies has maintained a strategic position in IWR, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 60,400 shares. Largest reduction occurred in Q1 2025, reducing 61,500 shares.

Analysis based on 13F filings available since 2013 Q2

Renaissance Technologies's iShares Russell Midcap ETF (IWR) Holding Value Over Time

Track share changes against reported price movement

Quarterly iShares Russell Midcap ETF (IWR) Trades by Renaissance Technologies

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2018 +3,000 New Buy 3,000 $206.33
Q2 2018 +800 Add 26.67% 3,800 $212.11
Q3 2018 -2,000 Reduce 52.63% 1,800 $220.56
Q4 2018 +5,600 Add 311.11% 7,400 $46.49
Q1 2019 -1,600 Reduce 21.62% 5,800 $53.97
Q2 2019 -5,800 Sold Out 0 $0.00
Q1 2020 +4,800 New Buy 4,800 $43.12
Q2 2020 +32,800 Add 683.33% 37,600 $53.59
Q3 2020 -23,400 Reduce 62.23% 14,200 $57.39
Q4 2020 -14,200 Sold Out 0 $0.00
Q1 2021 +9,600 New Buy 9,600 $73.96
Q2 2021 -9,600 Sold Out 0 $0.00
Q3 2021 +26,300 New Buy 26,300 $78.21
Q4 2021 -11,600 Reduce 44.11% 14,700 $82.99
Q1 2022 -14,700 Sold Out 0 $0.00
Q2 2022 +19,300 New Buy 19,300 $64.66
Q3 2022 -12,600 Reduce 65.28% 6,700 $62.09
Q4 2022 -2,300 Reduce 34.33% 4,400 $0.07
Q1 2023 -4,400 Sold Out 0 $0.00
Q3 2023 +35,300 New Buy 35,300 $69.26
Q4 2023 -35,300 Sold Out 0 $0.00
Q3 2024 +9,500 New Buy 9,500 $88.14
Q4 2024 +60,400 Add 635.79% 69,900 $88.40
Q1 2025 -61,500 Reduce 87.98% 8,400 $85.07
Q2 2025 +14,300 Add 170.24% 22,700 $91.97
Q3 2025 -500 Reduce 2.20% 22,200 $96.55

Renaissance Technologies's iShares Russell Midcap ETF Investment FAQs

Renaissance Technologies first purchased iShares Russell Midcap ETF (IWR) in Q1 2018, acquiring 3,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Renaissance Technologies has held iShares Russell Midcap ETF (IWR) for 26 quarters since Q1 2018.

Renaissance Technologies's largest addition to iShares Russell Midcap ETF (IWR) was in Q4 2024, adding 69,900 shares worth $6.18 M.

According to the latest 13F filing for Q3 2025, Renaissance Technologies's firm, Renaissance Technologies LLC, owns 22,200 shares of iShares Russell Midcap ETF (IWR), valued at approximately $2.14 M.

As of the Q3 2025 filing, iShares Russell Midcap ETF (IWR) represents approximately 0.00% of Renaissance Technologies's publicly disclosed stock portfolio, making it one of their key holdings.

Renaissance Technologies's peak holding in iShares Russell Midcap ETF (IWR) was 69,900 shares, as reported at the end of Q4 2024.