Michael J. Porro & Co. Financial Advisors, Inc.’s iShares Russell 2000 ETF IWM Stock Holding History

Michael J. Porro & Co. Financial Advisors, Inc.’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	$2.28M	Buy	+9,242	New	+$2.27M	1.91%	8

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Michael J. Porro & Co. Financial Advisors, Inc.'s IWM Position: Q4 2025 in Review

Michael J. Porro & Co. Financial Advisors, Inc. opened a new position in iShares Russell 2000 ETF (IWM) in Q4 2025: 9,242 shares worth $2.28M. The stake represents 1.91% of the portfolio and ranks #8 among its holdings.

2,606 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

Michael J. Porro & Co. Financial Advisors, Inc. held 9,242 shares of iShares Russell 2000 ETF worth $2.28M as of Q4 2025.
iShares Russell 2000 ETF was a new Michael J. Porro & Co. Financial Advisors, Inc. position in Q4 2025.
iShares Russell 2000 ETF made up 1.91% of Michael J. Porro & Co. Financial Advisors, Inc.'s portfolio in Q4 2025, its #8 holding.
2,606 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on Michael J. Porro & Co. Financial Advisors, Inc.'s 13F filing for Q4 2025, filed 8 Oct 2026.