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Binnacle Investments’s iShares Russell 2000 ETF IWM Stock Holding History

Binnacle Investments’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 		$90.7K Hold
375
– – 0.05% 114
2025
Q2 		$80.9K Hold
375
– – 0.05% 111
2025
Q1 		$74.8K Buy
+375
New +$81.3K 0.05% 108

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

Binnacle Investments's IWM Position: Q3 2025 in Review

Binnacle Investments held its iShares Russell 2000 ETF (IWM) position steady in Q3 2025 at 375 shares worth $90.7K. The position accounts for 0.05% of the portfolio, ranked #114.

Binnacle Investments first reported a position in IWM in Q1 2025 and has held it in 3 quarters since. 2,429 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

  • Binnacle Investments held 375 shares of iShares Russell 2000 ETF worth $90.7K as of Q3 2025.
  • Binnacle Investments left its iShares Russell 2000 ETF share count unchanged in Q3 2025.
  • iShares Russell 2000 ETF made up 0.05% of Binnacle Investments's portfolio in Q3 2025, its #114 holding.
  • Binnacle Investments first reported a position in iShares Russell 2000 ETF in Q1 2025 and has held it in 3 quarters since.
  • 2,429 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on Binnacle Investments's 13F filing for Q3 2025, filed 14 Nov 2025.