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Cutter & Co Brokerage’s iShares Russell 2000 ETF IWM Stock Holding History

Cutter & Co Brokerage’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 		– Sell
-9,558
Closed -$1.91M – 83
2025
Q1 		$1.91M Sell
9,558
-348
-4% -$75.5K 0.45% 51
2024
Q4 		$2.19M Sell
9,906
-1,465
-13% -$334K 0.53% 42
2024
Q3 		$2.51M Buy
+11,371
New +$2.43M 0.57% 44

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

Cutter & Co Brokerage's IWM Position: Q2 2025 in Review

Cutter & Co Brokerage sold out of iShares Russell 2000 ETF (IWM) in Q2 2025, closing a stake of 9,558 shares — an estimated $1.91M sold.

Cutter & Co Brokerage first reported a position in IWM in Q3 2024 and held it in 3 quarters. The position peaked at $2.51M in Q3 2024. 2,363 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

  • Cutter & Co Brokerage reported no remaining iShares Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
  • Cutter & Co Brokerage sold 9,558 iShares Russell 2000 ETF shares in Q2 2025, an estimated $1.91M.
  • Cutter & Co Brokerage first reported a position in iShares Russell 2000 ETF in Q3 2024 and held it in 3 quarters.
  • Cutter & Co Brokerage's iShares Russell 2000 ETF position peaked at $2.51M in Q3 2024.
  • 2,363 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Cutter & Co Brokerage's 13F filing for Q2 2025.