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Edge Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Edge Financial Advisors’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 		$954K Sell
3,875
-125
-3% -$30.7K 0.4% 57
2025
Q3 		$968K Sell
4,000
-1,932
-33% -$443K 0.43% 51
2025
Q2 		$1.29M Sell
5,932
-1,255
-17% -$253K 0.68% 33
2025
Q1 		$1.43M Buy
+7,187
New +$1.56M 0.91% 23
2024
Q4 		– Sell
-942
Closed -$287K – 97
2024
Q3 		$287K Buy
+942
New +$202K 0.25% 76

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Edge Financial Advisors's IWM Position: Q4 2025 in Review

Edge Financial Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 3.1% in Q4 2025, selling an estimated $30.7K and leaving 3,875 shares worth $954K. The position accounts for 0.4% of the portfolio, ranked #57.

Edge Financial Advisors first reported a position in IWM in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.43M in Q1 2025. 2,590 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

  • Edge Financial Advisors held 3,875 shares of iShares Russell 2000 ETF worth $954K as of Q4 2025.
  • Edge Financial Advisors sold 125 iShares Russell 2000 ETF shares in Q4 2025, an estimated $30.7K.
  • iShares Russell 2000 ETF made up 0.4% of Edge Financial Advisors's portfolio in Q4 2025, its #57 holding.
  • Edge Financial Advisors first reported a position in iShares Russell 2000 ETF in Q3 2024 and has held it in 5 quarters since.
  • Edge Financial Advisors's iShares Russell 2000 ETF position peaked at $1.43M in Q1 2025.
  • 2,590 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.