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

Alpha DNA 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 Q2	$21.6K	Buy	+100	New	+$20.1K	0.24%	13
2024 Q3	–	Sell	-601	Closed	-$129K	–	221
2024 Q2	$122K	Hold	601	–	–	0.05%	202
2024 Q1	$126K	Buy	601 +600	+60,000%	+$120K	0.05%	192
2023 Q4	$201	Hold	1	–	–	﹤0.01%	183
2023 Q3	$177	Hold	1	–	–	﹤0.01%	169
2023 Q2	$187	Hold	1	–	–	﹤0.01%	147
2023 Q1	$178	Hold	1	–	–	﹤0.01%	147
2022 Q4	$174	Buy	+1	New	+$178	﹤0.01%	149
2022 Q2	–	Sell	-17,941	Closed	-$3.31M	–	143
2022 Q1	$1.17M	Buy	+17,941	New	+$3.66M	0.82%	81
2021 Q2	–	Sell	-231,200	Closed	-$52M	–	364
2021 Q1	$1.87M	Buy	231,200 +227,701	+6,508%	+$49.7M	2.15%	3
2020 Q4	$1.65M	Buy	+3,499	New	+$612K	1.75%	2

Other funds holding IWM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Alpha DNA Investment Management's IWM Position: Q2 2025 in Review

Alpha DNA Investment Management opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2025: 100 shares worth $21.6K. The stake represents 0.24% of the portfolio and ranks #13 among its holdings. This is a return to the name: Alpha DNA Investment Management previously reported a position in IWM as recently as Q2 2024.

Alpha DNA Investment Management first reported a position in IWM in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.87M in Q1 2021. 2,362 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

Alpha DNA Investment Management held 100 shares of iShares Russell 2000 ETF worth $21.6K as of Q2 2025.
iShares Russell 2000 ETF was a new Alpha DNA Investment Management position in Q2 2025.
iShares Russell 2000 ETF made up 0.24% of Alpha DNA Investment Management's portfolio in Q2 2025, its #13 holding.
Alpha DNA Investment Management first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 11 quarters since.
Alpha DNA Investment Management's iShares Russell 2000 ETF position peaked at $1.87M in Q1 2021.
2,362 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Alpha DNA Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.