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AHL Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

AHL Investment 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 		$218K Buy
+900
New +$207K 0.15% 65
2022
Q1 		– Sell
-775
Closed -$172K – 180
2021
Q4 		$172K Buy
+775
New +$175K 0.16% 65

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

AHL Investment Management's IWM Position: Q3 2025 in Review

AHL Investment Management opened a new position in iShares Russell 2000 ETF (IWM) in Q3 2025: 900 shares worth $218K. The stake represents 0.15% of the portfolio and ranks #65 among its holdings. This is a return to the name: AHL Investment Management previously reported a position in IWM as recently as Q4 2021.

AHL Investment Management first reported a position in IWM in Q4 2021 and has held it in 2 quarters since. 2,430 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

  • AHL Investment Management held 900 shares of iShares Russell 2000 ETF worth $218K as of Q3 2025.
  • iShares Russell 2000 ETF was a new AHL Investment Management position in Q3 2025.
  • iShares Russell 2000 ETF made up 0.15% of AHL Investment Management's portfolio in Q3 2025, its #65 holding.
  • AHL Investment Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 2 quarters since.
  • 2,430 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on AHL Investment Management's 13F filing for Q3 2025, filed 2 Oct 2025.