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Austin Private Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Austin Private Wealth’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 		$219K Sell
889
-142
-14% -$34.9K 0.02% 264
2025
Q3 		$249K Sell
1,031
-10
-1% -$2.29K 0.02% 256
2025
Q2 		$225K Buy
+1,041
New +$209K 0.02% 272
2025
Q1 		– Sell
-568
Closed -$125K – 312
2024
Q4 		$125K Buy
+568
New +$130K 0.01% 277
2024
Q2 		– Sell
-2,191
Closed -$451K – 274
2024
Q1 		$451K Buy
2,191
+899
+70% +$179K 0.05% 130
2023
Q4 		$259K Sell
1,292
-79
-6% -$14.2K 0.03% 172
2023
Q3 		$242K Sell
1,371
-358
-21% -$67.2K 0.04% 143
2023
Q2 		$324K Sell
1,729
-12,111
-88% -$2.16M 0.05% 117
2023
Q1 		$2.47M Sell
13,840
-1,716
-11% -$316K 0.39% 29
2022
Q4 		$2.71M Sell
15,556
-2,787
-15% -$496K 0.48% 29
2022
Q3 		$3.02M Sell
18,343
-1,993
-10% -$364K 0.63% 26
2022
Q2 		$3.44M Sell
20,336
-570
-3% -$105K 0.76% 22
2022
Q1 		$4.29M Buy
20,906
+19,794
+1,780% +$4.04M 0.86% 20
2021
Q4 		$247K Hold
1,112
– – 0.05% 126
2021
Q3 		$243K Buy
+1,112
New +$247K 0.05% 116
2021
Q1 		– Sell
-1,168
Closed -$229K – 119
2020
Q4 		$229K Buy
+1,168
New +$204K 0.07% 103
2020
Q3 		– Sell
-1,601
Closed -$229K – 95
2020
Q2 		$229K Sell
1,601
-40,270
-96% -$5.28M 0.1% 74
2020
Q1 		$4.79M Sell
41,871
-119,729
-74% -$17.9M 2.89% 7
2019
Q4 		$26.8M Buy
+161,600
New +$25.5M 13.97% 2

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

Austin Private Wealth's IWM Position: Q4 2025 in Review

Austin Private Wealth reduced its iShares Russell 2000 ETF (IWM) stake by 14% in Q4 2025, selling an estimated $34.9K and leaving 889 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #264.

Austin Private Wealth first reported a position in IWM in Q4 2019 and has held it in 19 quarters since. The position peaked at $26.8M in Q4 2019. 2,590 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

  • Austin Private Wealth held 889 shares of iShares Russell 2000 ETF worth $219K as of Q4 2025.
  • Austin Private Wealth sold 142 iShares Russell 2000 ETF shares in Q4 2025, an estimated $34.9K.
  • iShares Russell 2000 ETF made up 0.02% of Austin Private Wealth's portfolio in Q4 2025, its #264 holding.
  • Austin Private Wealth first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 19 quarters since.
  • Austin Private Wealth's iShares Russell 2000 ETF position peaked at $26.8M in Q4 2019.
  • 2,590 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.