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Appian Way Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Appian Way Asset 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
Q4 		– Sell
-330,000
Closed -$79.8M – 18
2025
Q3 		$79.8M Buy
+330,000
New +$75.7M 14.31% 1

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Appian Way Asset Management's IWM Position: Q3 2020 in Review

Appian Way Asset Management sold out of iShares Russell 2000 ETF (IWM) in Q3 2020, closing a stake of 900 shares — an estimated $129K sold.

Appian Way Asset Management first reported a position in IWM in Q2 2020 and held it in 1 quarter. The position peaked at $129K in Q2 2020. 1,480 funds tracked by Wall St. Rank hold IWM as of Q3 2020.

  • Appian Way Asset Management reported no remaining iShares Russell 2000 ETF position as of Q3 2020 after selling out during the quarter.
  • Appian Way Asset Management sold 900 iShares Russell 2000 ETF shares in Q3 2020, an estimated $129K.
  • Appian Way Asset Management first reported a position in iShares Russell 2000 ETF in Q2 2020 and held it in 1 quarter.
  • Appian Way Asset Management's iShares Russell 2000 ETF position peaked at $129K in Q2 2020.
  • 1,480 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2020.

Based on Appian Way Asset Management's 13F filing for Q3 2020, filed 16 Nov 2020.