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Copperwynd Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Copperwynd Financial’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 		$204K Buy
+946
New +$190K 0.05% 153
2025
Q1 		– Sell
-11,405
Closed -$2.52M – 150
2024
Q4 		$2.52M Buy
11,405
+10,235
+875% +$2.33M 0.7% 30
2024
Q3 		$258K Buy
1,170
+172
+17% +$36.8K 0.08% 120
2024
Q2 		$223K Buy
998
+18
+2% +$3.64K 0.07% 138
2024
Q1 		$206K Buy
+980
New +$195K 0.07% 136
2023
Q1 		– Sell
-8,009
Closed -$1.4M – 146
2022
Q4 		$1.4M Buy
+8,009
New +$1.42M 0.78% 30
2021
Q4 		– Sell
-14,814
Closed -$3.24M – 121
2021
Q3 		$3.24M Buy
14,814
+7,736
+109% +$1.71M 1.34% 13
2021
Q2 		$1.62M Sell
7,078
-30,850
-81% -$6.94M 0.69% 23
2021
Q1 		$8.38M Buy
+37,928
New +$8.28M 3.77% 7
2020
Q4 		– Sell
-13,174
Closed -$1.97M – 124
2020
Q3 		$1.97M Buy
+13,174
New +$1.98M 1.05% 16

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Copperwynd Financial's IWM Position: Q2 2025 in Review

Copperwynd Financial opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2025: 946 shares worth $204K. The stake represents 0.05% of the portfolio and ranks #153 among its holdings. This is a return to the name: Copperwynd Financial previously reported a position in IWM as recently as Q4 2024.

Copperwynd Financial first reported a position in IWM in Q3 2020 and has held it in 10 quarters since. The position peaked at $8.38M in Q1 2021. 2,363 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

  • Copperwynd Financial held 946 shares of iShares Russell 2000 ETF worth $204K as of Q2 2025.
  • iShares Russell 2000 ETF was a new Copperwynd Financial position in Q2 2025.
  • iShares Russell 2000 ETF made up 0.05% of Copperwynd Financial's portfolio in Q2 2025, its #153 holding.
  • Copperwynd Financial first reported a position in iShares Russell 2000 ETF in Q3 2020 and has held it in 10 quarters since.
  • Copperwynd Financial's iShares Russell 2000 ETF position peaked at $8.38M in Q1 2021.
  • 2,363 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.