CAM
IWM icon

Creekmur Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Creekmur Asset 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 		$58.6K Sell
242
-2
-0.8% -$459 0.01% 322
2025
Q2 		$52.7K Buy
244
+11
+5% +$2.21K 0.01% 336
2025
Q1 		$46.5K Sell
233
-30
-11% -$6.51K 0.01% 320
2024
Q4 		$58.1K Buy
263
+7
+3% +$1.6K 0.01% 211
2024
Q3 		$56.5K Sell
256
-1
-0.4% -$214 0.01% 214
2024
Q2 		$52.1K Buy
257
+80
+45% +$16.2K 0.01% 258
2024
Q1 		$37.2K Buy
+177
New +$35.3K 0.01% 287

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

Creekmur Asset Management's IWM Position: Q3 2025 in Review

Creekmur Asset Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.82% in Q3 2025, selling an estimated $459 and leaving 242 shares worth $58.6K. The position accounts for 0.01% of the portfolio, ranked #322.

Creekmur Asset Management first reported a position in IWM in Q1 2024 and has held it in 7 quarters since. 2,429 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

  • Creekmur Asset Management held 242 shares of iShares Russell 2000 ETF worth $58.6K as of Q3 2025.
  • Creekmur Asset Management sold 2 iShares Russell 2000 ETF shares in Q3 2025, an estimated $459.
  • iShares Russell 2000 ETF made up 0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #322 holding.
  • Creekmur Asset Management first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 7 quarters since.
  • 2,429 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.