D. Scott Neal’s iShares Russell 2000 ETF IWM Stock Holding History

D. Scott Neal’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	$450K	Hold	1,860	–	–	0.21%	39
2025 Q2	$401K	Hold	1,860	–	–	0.2%	37
2025 Q1	$371K	Hold	1,860	–	–	0.21%	37
2024 Q4	$411K	Hold	1,860	–	–	0.23%	37
2024 Q3	$411K	Hold	1,860	–	–	0.22%	38
2024 Q2	$377K	Hold	1,860	–	–	0.21%	46
2024 Q1	$391K	Hold	1,860	–	–	0.26%	45
2023 Q4	$373K	Hold	1,860	–	–	0.33%	41
2023 Q3	$330K	Hold	1,860	–	–	0.28%	42
2023 Q2	$348K	Hold	1,860	–	–	0.26%	42
2023 Q1	$332K	Hold	1,860	–	–	0.19%	45
2022 Q4	$324K	Hold	1,860	–	–	0.16%	45
2022 Q3	$307K	Hold	1,860	–	–	0.13%	46
2022 Q2	$315K	Hold	1,860	–	–	0.13%	47
2022 Q1	$382K	Hold	1,860	–	–	0.15%	47
2021 Q4	$414K	Sell	1,860 -348	-16%	-$78.6K	0.16%	41
2021 Q3	$483K	Hold	2,208	–	–	0.2%	26
2021 Q2	$506K	Buy	2,208 +37	+2%	+$8.32K	0.23%	25
2021 Q1	$480K	Sell	2,171 -1,453	-40%	-$317K	0.22%	24
2020 Q4	$711K	Sell	3,624 -225	-6%	-$39.4K	0.35%	20
2020 Q3	$577K	Hold	3,849	–	–	0.32%	19
2020 Q2	$551K	Sell	3,849 -45	-1%	-$5.91K	0.35%	18
2020 Q1	$446K	Sell	3,894 -58,197	-94%	-$8.68M	0.27%	17
2019 Q4	$10.3M	Sell	62,091 -2,409	-4%	-$381K	4.96%	7
2019 Q3	$9.76M	Sell	64,500 -890	-1%	-$136K	5.03%	8
2019 Q2	$10.2M	Sell	65,390 -1,604	-2%	-$247K	5.53%	8
2019 Q1	$10.3M	Sell	66,994 -2,321	-3%	-$349K	5.37%	7
2018 Q4	$9.28M	Sell	69,315 -66,000	-49%	-$9.85M	5.07%	6
2018 Q3	$22.8M	Sell	135,315 -4,542	-3%	-$767K	11.52%	5
2018 Q2	$22.9M	Sell	139,857 -3,651	-3%	-$584K	12.8%	3
2018 Q1	$21.8M	Buy	143,508 +166	+0.1%	+$25.6K	12.37%	2
2017 Q4	$21.9M	Buy	143,342 +21,005	+17%	+$3.16M	13.1%	2
2017 Q3	$18.1M	Buy	122,337 +39,026	+47%	+$5.49M	10.93%	2
2017 Q2	$11.7M	Buy	83,311 +4,608	+6%	+$638K	8%	5
2017 Q1	$10.8M	Sell	78,703 -599	-0.8%	-$81.8K	6.97%	7
2016 Q4	$10.7M	Sell	79,302 -2,173	-3%	-$278K	7.62%	6
2016 Q3	$10.1M	Buy	81,475 +20,785	+34%	+$2.53M	7.94%	5
2016 Q2	$6.98M	Buy	60,690 +2,640	+5%	+$298K	6.18%	7
2016 Q1	$6.42M	Sell	58,050 -6,085	-9%	-$630K	6.02%	7
2015 Q4	$7.22M	Sell	64,135 -3,289	-5%	-$379K	5.73%	7
2015 Q3	$7.36M	Buy	67,424 +6,620	+11%	+$785K	6.19%	7
2015 Q2	$7.59M	Buy	60,804 +1,571	+3%	+$196K	5.22%	8
2015 Q1	$7.37M	Sell	59,233 -2,235	-4%	-$269K	5.28%	8
2014 Q4	$7.35M	Buy	61,468 +1,253	+2%	+$143K	5.17%	8
2014 Q3	$6.58M	Buy	60,215 +945	+2%	+$108K	5.23%	8
2014 Q2	$7.04M	Buy	59,270 +6,732	+13%	+$765K	5.56%	7
2014 Q1	$6.11M	Sell	52,538 -7,407	-12%	-$854K	5.14%	7
2013 Q4	$6.92M	Buy	+59,945	New	+$6.62M	6.2%	7

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

D. Scott Neal's IWM Position: Q3 2025 in Review

D. Scott Neal held its iShares Russell 2000 ETF (IWM) position steady in Q3 2025 at 1,860 shares worth $450K. The position accounts for 0.21% of the portfolio, ranked #39.

D. Scott Neal first reported a position in IWM in Q4 2013 and has held it in 48 quarters since. The position peaked at $22.9M in Q2 2018. 2,429 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

D. Scott Neal held 1,860 shares of iShares Russell 2000 ETF worth $450K as of Q3 2025.
D. Scott Neal left its iShares Russell 2000 ETF share count unchanged in Q3 2025.
iShares Russell 2000 ETF made up 0.21% of D. Scott Neal's portfolio in Q3 2025, its #39 holding.
D. Scott Neal first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 48 quarters since.
D. Scott Neal's iShares Russell 2000 ETF position peaked at $22.9M in Q2 2018.
2,429 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on D. Scott Neal's 13F filing for Q3 2025, filed 28 Oct 2025.