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	$123K	Hold	500	–	–	0.01%	286
2025 Q3	$121K	Buy	+500	New	+$115K	0.01%	303
2025 Q1	–	Sell	-500	Closed	-$110K	–	311
2024 Q4	$110K	Buy	+500	New	+$114K	0.01%	279
2024 Q2	–	Sell	-1,000	Closed	-$206	–	273
2024 Q1	$206	Sell	1,000 -99,000	-99%	-$19.7M	﹤0.01%	241
2023 Q4	$201	Buy	+100,000	New	+$17.9M	﹤0.01%	237

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

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

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.