CFO4Life Group’s iShares Russell 2000 ETF IWM Stock Holding History

CFO4Life Group’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	–	Sell	-982	Closed	-$238K	–	247
2025 Q3	$238K	Sell	982 -332	-25%	-$76.2K	0.03%	201
2025 Q2	$284K	Sell	1,314 -1,593	-55%	-$321K	0.04%	176
2025 Q1	$580K	Sell	2,907 -1,407	-33%	-$305K	0.1%	110
2024 Q4	$953K	Hold	4,314	–	–	0.17%	71
2024 Q3	$953K	Hold	4,314	–	–	0.17%	71
2024 Q2	$875K	Buy	4,314 +145	+3%	+$29.3K	0.16%	70
2024 Q1	$877K	Sell	4,169 -4,273	-51%	-$852K	0.16%	72
2023 Q4	$1.69M	Buy	+8,442	New	+$1.51M	0.32%	46
2023 Q1	–	Sell	-46,001	Closed	-$8.02M	–	181
2022 Q4	$8.02M	Buy	+46,001	New	+$8.18M	1.7%	16

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

CFO4Life Group's IWM Position: Q4 2025 in Review

CFO4Life Group sold out of iShares Russell 2000 ETF (IWM) in Q4 2025, closing a stake of 982 shares — an estimated $238K sold.

CFO4Life Group first reported a position in IWM in Q4 2022 and held it in 9 quarters. The position peaked at $8.02M in Q4 2022. 2,591 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

CFO4Life Group reported no remaining iShares Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
CFO4Life Group sold 982 iShares Russell 2000 ETF shares in Q4 2025, an estimated $238K.
CFO4Life Group first reported a position in iShares Russell 2000 ETF in Q4 2022 and held it in 9 quarters.
CFO4Life Group's iShares Russell 2000 ETF position peaked at $8.02M in Q4 2022.
2,591 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on CFO4Life Group's 13F filing for Q4 2025, filed 6 Feb 2026.