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

Dynasty 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 Q3	–	Sell	-2,579	Closed	-$556K	–	333
2025 Q2	$556K	Buy	2,579 +130	+5%	+$26.2K	0.01%	173
2025 Q1	$489K	Sell	2,449 -337	-12%	-$73.1K	0.01%	200
2024 Q4	$616K	Buy	2,786 +5	+0.2%	+$1.14K	0.01%	188
2024 Q3	$614K	Buy	2,781 +6	+0.2%	+$1.28K	0.02%	168
2024 Q2	$563K	Sell	2,775 -98	-3%	-$19.8K	0.02%	180
2024 Q1	$604K	Buy	+2,873	New	+$573K	0.02%	172
2018 Q4	–	Sell	-18,427	Closed	-$3.11M	–	49
2018 Q3	$3.11M	Buy	18,427 +6,513	+55%	+$1.1M	4%	5
2018 Q2	$1.95M	Buy	11,914 +2,890	+32%	+$462K	4.04%	5
2018 Q1	$1.37M	Sell	9,024 -2,230	-20%	-$344K	0.57%	8
2017 Q4	$1.72M	Buy	+11,254	New	+$1.69M	2.96%	5

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

Dynasty Wealth Management's IWM Position: Q3 2025 in Review

Dynasty Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q3 2025, closing a stake of 2,579 shares — an estimated $556K sold.

Dynasty Wealth Management first reported a position in IWM in Q4 2017 and held it in 10 quarters. The position peaked at $3.11M in Q3 2018. 2,429 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

Dynasty Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q3 2025 after selling out during the quarter.
Dynasty Wealth Management sold 2,579 iShares Russell 2000 ETF shares in Q3 2025, an estimated $556K.
Dynasty Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2017 and held it in 10 quarters.
Dynasty Wealth Management's iShares Russell 2000 ETF position peaked at $3.11M in Q3 2018.
2,429 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on Dynasty Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.