AlphaStar Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

AlphaStar Capital 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	–	Sell	-17,994	Closed	-$3.88M	–	278
2025 Q2	$3.88M	Buy	+17,994	New	+$3.62M	0.27%	66
2024 Q4	–	Sell	-12,658	Closed	-$2.8M	–	296
2024 Q3	$2.8M	Buy	12,658 +980	+8%	+$210K	0.22%	67
2024 Q2	$2.37M	Buy	11,678 +1,516	+15%	+$306K	0.22%	70
2024 Q1	$2.14M	Buy	10,162 +1,759	+21%	+$351K	0.22%	67
2023 Q4	$1.69M	Buy	+8,403	New	+$1.51M	0.15%	78
2022 Q1	–	Sell	-1,218	Closed	-$261K	–	400
2021 Q4	$261K	Buy	1,218 +257	+27%	+$58.1K	0.02%	329
2021 Q3	$219K	Sell	961 -2,688	-74%	-$596K	0.01%	362
2021 Q2	$810K	Buy	+3,649	New	+$820K	0.1%	147
2018 Q1	–	Sell	-13,866	Closed	-$2.11M	–	192
2017 Q4	$2.11M	Buy	+13,866	New	+$2.08M	0.55%	57

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

AlphaStar Capital Management's IWM Position: Q3 2025 in Review

AlphaStar Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q3 2025, closing a stake of 17,994 shares — an estimated $3.88M sold.

AlphaStar Capital Management first reported a position in IWM in Q4 2017 and held it in 9 quarters. The position peaked at $3.88M in Q2 2025. 2,429 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

AlphaStar Capital Management reported no remaining iShares Russell 2000 ETF position as of Q3 2025 after selling out during the quarter.
AlphaStar Capital Management sold 17,994 iShares Russell 2000 ETF shares in Q3 2025, an estimated $3.88M.
AlphaStar Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2017 and held it in 9 quarters.
AlphaStar Capital Management's iShares Russell 2000 ETF position peaked at $3.88M in Q2 2025.
2,429 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on AlphaStar Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.