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

AMI 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	–	Sell	-1,491	Closed	-$297K	–	73
2025 Q1	$297K	Sell	1,491 -1,510	-50%	-$328K	0.1%	58
2024 Q4	$663K	Buy	+3,001	New	+$684K	0.22%	52
2022 Q3	–	Sell	-7,412	Closed	-$1.25M	–	68
2022 Q2	$1.25M	Buy	7,412 +859	+13%	+$158K	0.63%	43
2022 Q1	$1.34M	Buy	6,553 +1,822	+39%	+$372K	0.59%	43
2021 Q4	$1.05M	Buy	4,731 +203	+4%	+$45.9K	0.42%	48
2021 Q3	$991K	Hold	4,528	–	–	0.41%	52
2021 Q2	$1.04M	Hold	4,528	–	–	0.41%	50
2021 Q1	$1M	Hold	4,528	–	–	0.42%	51
2020 Q4	$888K	Buy	4,528 +2,950	+187%	+$516K	0.39%	54
2020 Q3	$236K	Hold	1,578	–	–	0.12%	67
2020 Q2	$226K	Buy	+1,578	New	+$207K	0.12%	67
2020 Q1	–	Sell	-1,578	Closed	-$261K	–	74
2019 Q4	$261K	Sell	1,578 -1,000	-39%	-$158K	0.11%	69
2019 Q3	$390K	Buy	+2,578	New	+$394K	0.18%	60

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

AMI Investment Management's IWM Position: Q2 2025 in Review

AMI Investment Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2025, closing a stake of 1,491 shares — an estimated $297K sold.

AMI Investment Management first reported a position in IWM in Q3 2019 and held it in 13 quarters. The position peaked at $1.34M in Q1 2022. 2,363 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

AMI Investment Management reported no remaining iShares Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
AMI Investment Management sold 1,491 iShares Russell 2000 ETF shares in Q2 2025, an estimated $297K.
AMI Investment Management first reported a position in iShares Russell 2000 ETF in Q3 2019 and held it in 13 quarters.
AMI Investment Management's iShares Russell 2000 ETF position peaked at $1.34M in Q1 2022.
2,363 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on AMI Investment Management's 13F filing for Q2 2025, filed 23 Jul 2025.