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Abich Financial Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Abich Financial Wealth Management’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$30K Buy
+124
New +$28.5K 0.01% 367
2024
Q3 		$20.8K Buy
94
+19
+25% +$4.07K 0.05% 154
2024
Q2 		$15.2K Buy
+75
New +$15.2K 0.01% 241

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Abich Financial Wealth Management's IWM Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in iShares Russell 2000 ETF (IWM) in Q3 2025: 124 shares worth $30K. The stake represents 0.01% of the portfolio and ranks #367 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in IWM as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in IWM in Q2 2024 and has held it in 3 quarters since. 2,430 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

  • Abich Financial Wealth Management held 124 shares of iShares Russell 2000 ETF worth $30K as of Q3 2025.
  • iShares Russell 2000 ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • iShares Russell 2000 ETF made up 0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #367 holding.
  • Abich Financial Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2024 and has held it in 3 quarters since.
  • 2,430 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.