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BFI Infinity’s iShares Russell 2000 ETF IWM Stock Holding History

BFI Infinity’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
-1,672
Closed -$361K – 82
2025
Q2 		$361K Sell
1,672
-5,094
-75% -$1.03M 0.3% 35
2025
Q1 		$1.35M Sell
6,766
-48,429
-88% -$10.5M 1.46% 8
2024
Q4 		$12.2M Buy
+55,195
New +$12.6M 13.25% 3

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

BFI Infinity's IWM Position: Q3 2025 in Review

BFI Infinity sold out of iShares Russell 2000 ETF (IWM) in Q3 2025, closing a stake of 1,672 shares — an estimated $361K sold.

BFI Infinity first reported a position in IWM in Q4 2024 and held it in 3 quarters. The position peaked at $12.2M in Q4 2024. 2,429 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

  • BFI Infinity reported no remaining iShares Russell 2000 ETF position as of Q3 2025 after selling out during the quarter.
  • BFI Infinity sold 1,672 iShares Russell 2000 ETF shares in Q3 2025, an estimated $361K.
  • BFI Infinity first reported a position in iShares Russell 2000 ETF in Q4 2024 and held it in 3 quarters.
  • BFI Infinity's iShares Russell 2000 ETF position peaked at $12.2M in Q4 2024.
  • 2,429 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on BFI Infinity's 13F filing for Q3 2025, filed 28 Oct 2025.