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Corundum Trust Company’s iShares Russell 2000 ETF IWM Stock Holding History

Corundum Trust Company’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
-403
Closed -$97.5K – 85
2025
Q3 		$97.5K Buy
+403
New +$92.5K 0.21% 59
2023
Q3 		$250K Buy
1,415
+131
+10% +$24.6K 0.75% 31
2023
Q2 		$240K Buy
+1,284
New +$229K 0.66% 34

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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
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Corundum Trust Company's IWM Position: Q4 2025 in Review

Corundum Trust Company sold out of iShares Russell 2000 ETF (IWM) in Q4 2025, closing a stake of 403 shares — an estimated $97.5K sold.

Corundum Trust Company first reported a position in IWM in Q2 2023 and held it in 3 quarters. The position peaked at $250K in Q3 2023. 2,590 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

  • Corundum Trust Company reported no remaining iShares Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
  • Corundum Trust Company sold 403 iShares Russell 2000 ETF shares in Q4 2025, an estimated $97.5K.
  • Corundum Trust Company first reported a position in iShares Russell 2000 ETF in Q2 2023 and held it in 3 quarters.
  • Corundum Trust Company's iShares Russell 2000 ETF position peaked at $250K in Q3 2023.
  • 2,590 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on Corundum Trust Company's 13F filing for Q4 2025, filed 20 Jan 2026.