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David Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

David Wealth 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
Q2 		$402K Buy
1,864
+129
+7% +$26K 0.3% 32
2025
Q1 		$346K Hold
1,735
– – 0.29% 32
2024
Q4 		$383K Buy
+1,735
New +$396K 0.32% 29

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

David Wealth Management's IWM Position: Q2 2025 in Review

David Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 7.4% in Q2 2025, buying an estimated $26K and bringing the position to 1,864 shares worth $402K. The position accounts for 0.3% of the portfolio, ranked #32.

David Wealth Management first reported a position in IWM in Q4 2024 and has held it in 3 quarters since. 2,367 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

  • David Wealth Management held 1,864 shares of iShares Russell 2000 ETF worth $402K as of Q2 2025.
  • David Wealth Management bought 129 iShares Russell 2000 ETF shares in Q2 2025, an estimated $26K.
  • iShares Russell 2000 ETF made up 0.3% of David Wealth Management's portfolio in Q2 2025, its #32 holding.
  • David Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 3 quarters since.
  • 2,367 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on David Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.