Acuitas Investments’s iShares Russell 2000 ETF IWM Stock Holding History

Acuitas Investments’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	–	Sell	-3,700	Closed	-$798K	–	56
2025 Q2	$798K	Buy	+3,700	New	+$745K	0.64%	42
2024 Q2	–	Sell	-5,716	Closed	-$1.2M	–	124
2024 Q1	$1.2M	Buy	+5,716	New	+$1.14M	0.61%	61
2023 Q3	–	Sell	-7,520	Closed	-$1.41M	–	116
2023 Q2	$1.41M	Buy	+7,520	New	+$1.34M	0.82%	51
2022 Q4	–	Sell	-9,036	Closed	-$1.49M	–	44
2022 Q3	$1.49M	Buy	+9,036	New	+$1.65M	1.54%	31

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Acuitas Investments's IWM Position: Q3 2025 in Review

Acuitas Investments sold out of iShares Russell 2000 ETF (IWM) in Q3 2025, closing a stake of 3,700 shares — an estimated $798K sold.

Acuitas Investments first reported a position in IWM in Q3 2022 and held it in 4 quarters. The position peaked at $1.49M in Q3 2022. 2,430 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

Acuitas Investments reported no remaining iShares Russell 2000 ETF position as of Q3 2025 after selling out during the quarter.
Acuitas Investments sold 3,700 iShares Russell 2000 ETF shares in Q3 2025, an estimated $798K.
Acuitas Investments first reported a position in iShares Russell 2000 ETF in Q3 2022 and held it in 4 quarters.
Acuitas Investments's iShares Russell 2000 ETF position peaked at $1.49M in Q3 2022.
2,430 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on Acuitas Investments's 13F filing for Q3 2025, filed 3 Nov 2025.