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Edgemoor Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Edgemoor Investment 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 		– Sell
-905
Closed -$219K – 183
2025
Q3 		$219K Buy
+905
New +$208K 0.02% 184
2023
Q1 		– Sell
-2,720
Closed -$474K – 163
2022
Q4 		$474K Buy
+2,720
New +$484K 0.06% 118

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

Edgemoor Investment Advisors's IWM Position: Q4 2025 in Review

Edgemoor Investment Advisors sold out of iShares Russell 2000 ETF (IWM) in Q4 2025, closing a stake of 905 shares — an estimated $219K sold.

Edgemoor Investment Advisors first reported a position in IWM in Q4 2022 and held it in 2 quarters. The position peaked at $474K in Q4 2022. 2,590 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

  • Edgemoor Investment Advisors reported no remaining iShares Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
  • Edgemoor Investment Advisors sold 905 iShares Russell 2000 ETF shares in Q4 2025, an estimated $219K.
  • Edgemoor Investment Advisors first reported a position in iShares Russell 2000 ETF in Q4 2022 and held it in 2 quarters.
  • Edgemoor Investment Advisors's iShares Russell 2000 ETF position peaked at $474K in Q4 2022.
  • 2,590 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on Edgemoor Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.