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 Q1	–	Sell	-300	Closed	-$66.3K	–	91
2024 Q4	$66.3K	Hold	300	–	–	0.03%	189
2024 Q3	$66.3K	Buy	+300	New	+$64.2K	0.02%	193
2024 Q1	–	Sell	-500	Closed	-$100K	–	223
2023 Q4	$100K	Buy	+500	New	+$89.6K	0.04%	181
2023 Q2	–	Sell	-600	Closed	-$107K	–	194
2023 Q1	$107K	Sell	600 -600	-50%	-$110K	0.03%	146
2022 Q4	$209K	Buy	+1,200	New	+$213K	0.07%	147

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 $6.73T AUM 46.02% 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 $445B AUM 25.58% 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. 2,364 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.
2,364 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.