Aristides Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Aristides Capital’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	-43,000	Closed	-$9.28M	–	267
2025 Q2	$9.28M	Buy	+43,000	New	+$8.65M	1.85%	12
2024 Q3	–	Sell	-12,198	Closed	-$2.47M	–	277
2024 Q2	$2.47M	Buy	+12,198	New	+$2.47M	0.7%	24
2023 Q3	–	Sell	-4,265	Closed	-$799K	–	198
2023 Q2	$799K	Buy	+4,265	New	+$760K	0.32%	72
2022 Q3	–	Sell	-5,850	Closed	-$991K	–	168
2022 Q2	$991K	Buy	+5,850	New	+$1.08M	0.68%	50
2021 Q3	–	Sell	-30,750	Closed	-$7.05M	–	175
2021 Q2	$7.05M	Buy	+30,750	New	+$6.91M	1.66%	8

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

Aristides Capital's IWM Position: Q3 2025 in Review

Aristides Capital sold out of iShares Russell 2000 ETF (IWM) in Q3 2025, closing a stake of 43,000 shares — an estimated $9.28M sold.

Aristides Capital first reported a position in IWM in Q2 2021 and held it in 5 quarters. The position peaked at $9.28M in Q2 2025. 2,429 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

Aristides Capital reported no remaining iShares Russell 2000 ETF position as of Q3 2025 after selling out during the quarter.
Aristides Capital sold 43,000 iShares Russell 2000 ETF shares in Q3 2025, an estimated $9.28M.
Aristides Capital first reported a position in iShares Russell 2000 ETF in Q2 2021 and held it in 5 quarters.
Aristides Capital's iShares Russell 2000 ETF position peaked at $9.28M in Q2 2025.
2,429 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

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