Bennett Associates Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Bennett Associates Wealth 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 Q3	–	Sell	-21,065	Closed	-$4.55M	–	51
2025 Q2	$4.55M	Buy	21,065 +1,249	+6%	+$251K	3.5%	11
2025 Q1	$3.95M	Sell	19,816 -73	-0.4%	-$15.8K	3.26%	11
2024 Q4	$4.39M	Buy	19,889 +1,209	+6%	+$276K	3.65%	10
2024 Q3	$4.13M	Sell	18,680 -1,249	-6%	-$267K	3.38%	10
2024 Q2	$4.04M	Buy	19,929 +449	+2%	+$90.7K	3.64%	9
2024 Q1	$4.1M	Sell	19,480 -7,280	-27%	-$1.45M	3.7%	9
2023 Q4	$5.37M	Buy	+26,760	New	+$4.79M	5.24%	6

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

Bennett Associates Wealth Management's IWM Position: Q3 2025 in Review

Bennett Associates Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q3 2025, closing a stake of 21,065 shares — an estimated $4.55M sold.

Bennett Associates Wealth Management first reported a position in IWM in Q4 2023 and held it in 7 quarters. The position peaked at $5.37M in Q4 2023. 2,429 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

Bennett Associates Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q3 2025 after selling out during the quarter.
Bennett Associates Wealth Management sold 21,065 iShares Russell 2000 ETF shares in Q3 2025, an estimated $4.55M.
Bennett Associates Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2023 and held it in 7 quarters.
Bennett Associates Wealth Management's iShares Russell 2000 ETF position peaked at $5.37M in Q4 2023.
2,429 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on Bennett Associates Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.