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Brass Tax Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Brass Tax 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 		$445K Sell
1,840
-131
-7% -$30.1K 0.07% 133
2025
Q2 		$425K Buy
1,971
+270
+16% +$54.3K 0.08% 127
2025
Q1 		$339K Sell
1,701
-52
-3% -$11.3K 0.07% 138
2024
Q4 		$387K Buy
1,753
+27
+2% +$6.16K 0.08% 113
2024
Q3 		$381K Buy
+1,726
New +$369K 0.08% 114

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

Brass Tax Wealth Management's IWM Position: Q3 2025 in Review

Brass Tax Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 6.6% in Q3 2025, selling an estimated $30.1K and leaving 1,840 shares worth $445K. The position accounts for 0.07% of the portfolio, ranked #133.

Brass Tax Wealth Management first reported a position in IWM in Q3 2024 and has held it in 5 quarters since. 2,430 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

  • Brass Tax Wealth Management held 1,840 shares of iShares Russell 2000 ETF worth $445K as of Q3 2025.
  • Brass Tax Wealth Management sold 131 iShares Russell 2000 ETF shares in Q3 2025, an estimated $30.1K.
  • iShares Russell 2000 ETF made up 0.07% of Brass Tax Wealth Management's portfolio in Q3 2025, its #133 holding.
  • Brass Tax Wealth Management first reported a position in iShares Russell 2000 ETF in Q3 2024 and has held it in 5 quarters since.
  • 2,430 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.