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

Congress 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
Q2 		$7.65M Buy
35,455
+4,559
+15% +$917K 0.07% 301
2025
Q1 		$6.27M Buy
30,896
+22,352
+262% +$4.85M 0.08% 289
2024
Q4 		$1.89M Buy
8,544
+528
+7% +$120K 0.03% 419
2024
Q3 		$1.77M Buy
8,016
+5,608
+233% +$1.2M 0.02% 443
2024
Q2 		$489K Buy
2,408
+419
+21% +$84.7K 0.01% 537
2024
Q1 		$418K Sell
1,989
-537
-21% -$107K 0.01% 465
2023
Q4 		$507K Buy
2,526
+523
+26% +$93.7K 0.01% 461
2023
Q3 		$354K Buy
2,003
+186
+10% +$34.9K 0.01% 500
2023
Q2 		$340K Sell
1,817
-110
-6% -$19.6K 0.01% 466
2023
Q1 		$344K Sell
1,927
-5,981
-76% -$1.1M 0.01% 468
2022
Q4 		$1.38M Buy
7,908
+5,959
+306% +$1.06M 0.04% 305
2022
Q3 		$322K Buy
1,949
+134
+7% +$24.4K 0.01% 462
2022
Q2 		$307K Sell
1,815
-197
-10% -$36.3K 0.01% 473
2022
Q1 		$413K Sell
2,012
-490
-20% -$100K 0.01% 467
2021
Q4 		$557K Buy
+2,502
New +$565K 0.01% 451

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Congress Wealth Management's IWM Position: Q2 2025 in Review

Congress Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 15% in Q2 2025, buying an estimated $917K and bringing the position to 35,455 shares worth $7.65M. The position accounts for 0.07% of the portfolio, ranked #301.

Congress Wealth Management first reported a position in IWM in Q4 2021 and has held it in 15 quarters since. 2,367 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

  • Congress Wealth Management held 35,455 shares of iShares Russell 2000 ETF worth $7.65M as of Q2 2025.
  • Congress Wealth Management bought 4,559 iShares Russell 2000 ETF shares in Q2 2025, an estimated $917K.
  • iShares Russell 2000 ETF made up 0.07% of Congress Wealth Management's portfolio in Q2 2025, its #301 holding.
  • Congress Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 15 quarters since.
  • 2,367 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.