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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 		$2.53M Buy
11,400
+1,100
+11% +$221K 28.12% 1
2025
Q1 		$2.05M Sell
10,300
-147,800
-93% -$32.1M 26.91% 1
2024
Q4 		$34.9M Sell
158,100
-11,300
-7% -$2.58M 13.3% 2
2024
Q3 		$37.4M Sell
169,400
-21,600
-11% -$4.62M 14.01% 2
2024
Q2 		$38.8M Sell
191,000
-25,200
-12% -$5.09M 15.05% 2
2024
Q1 		$45.5M Sell
216,200
-2,600
-1% -$519K 16.79% 1
2023
Q4 		$43.9M Sell
218,800
-32,700
-13% -$5.86M 17.12% 2
2023
Q3 		$44.5M Sell
251,500
-80,500
-24% -$15.1M 18.19% 1
2023
Q2 		$62.2M Sell
332,000
-109,400
-25% -$19.5M 20.75% 1
2023
Q1 		$78.7M Buy
441,400
+156,880
+55% +$28.9M 23.26% 1
2022
Q4 		$49.6M Buy
284,520
+1,020
+0.4% +$181K 17.54% 1
2022
Q3 		$2M Sell
283,500
-1,500
-0.5% -$274K 1.66% 8
2022
Q2 		$4.06M Buy
285,000
+20,200
+8% +$3.72M 3.46% 1
2022
Q1 		$1.38M Sell
264,800
-232,200
-47% -$47.4M 0.97% 26
2021
Q4 		$2.01M Buy
497,000
+242,009
+95% +$54.7M 1.27% 4
2021
Q3 		$3.52M Buy
254,991
+14,991
+6% +$3.32M 2.39% 1
2021
Q2 		$1.02M Buy
+240,000
New +$54M 0.7% 95

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Holocene Advisors
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. 2,363 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.
  • 2,363 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.