EFG Asset Management (Americas)’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.53M | Buy |
6,314
+758
| +14% | +$174K | 0.26% | 106 |
|
|
2025
Q2 | $1.2M | Buy |
5,556
+7
| +0.1% | +$1.41K | 0.22% | 112 |
|
|
2025
Q1 | $1.11M | Buy |
5,549
+6
| +0.1% | +$1.3K | 0.22% | 110 |
|
|
2024
Q4 | $1.22M | Buy |
5,543
+8
| +0.1% | +$1.82K | 0.24% | 100 |
|
|
2024
Q3 | $1.22M | Sell |
5,535
-94,141
| -94% | -$20.1M | 0.24% | 99 |
|
|
2024
Q2 | $20.2M | Buy |
99,676
+19,142
| +24% | +$3.87M | 3.96% | 2 |
|
|
2024
Q1 | $16.9M | Sell |
80,534
-32,394
| -29% | -$6.46M | 5.15% | 2 |
|
|
2023
Q4 | $22.7M | Buy |
112,928
+24,065
| +27% | +$4.31M | 4.89% | 2 |
|
|
2023
Q3 | $15.7M | Buy |
88,863
+4,439
| +5% | +$833K | 3.77% | 2 |
|
|
2023
Q2 | $15.8M | Sell |
84,424
-1,125
| -1% | -$201K | 3.66% | 2 |
|
|
2023
Q1 | $15.3M | Sell |
85,549
-2,576
| -3% | -$474K | 3.65% | 2 |
|
|
2022
Q4 | $15.4M | Buy |
88,125
+1,876
| +2% | +$334K | 3.8% | 2 |
|
|
2022
Q3 | $14.3M | Sell |
86,249
-2,717
| -3% | -$496K | 3.62% | 3 |
|
|
2022
Q2 | $15.1M | Buy |
88,966
+262
| +0.3% | +$48.3K | 3.57% | 3 |
|
|
2022
Q1 | $18.3M | Buy |
88,704
+6,811
| +8% | +$1.39M | 3.39% | 4 |
|
|
2021
Q4 | $18.3M | Buy |
81,893
+1,334
| +2% | +$301K | 3.07% | 4 |
|
|
2021
Q3 | $17.7M | Buy |
80,559
+37,431
| +87% | +$8.3M | 3.15% | 2 |
|
|
2021
Q2 | $9.89M | Sell |
43,128
-1,271
| -3% | -$286K | 1.84% | 16 |
|
|
2021
Q1 | $9.82M | Sell |
44,399
-4,547
| -9% | -$993K | 2.01% | 14 |
|
|
2020
Q4 | $9.61M | Sell |
48,946
-4,326
| -8% | -$757K | 1.96% | 12 |
|
|
2020
Q3 | $7.99M | Sell |
53,272
-3,346
| -6% | -$503K | 1.8% | 13 |
|
|
2020
Q2 | $8.12M | Buy |
56,618
+213
| +0.4% | +$27.9K | 2.11% | 9 |
|
|
2020
Q1 | $6.47M | Sell |
56,405
-2,980
| -5% | -$444K | 2.08% | 12 |
|
|
2019
Q4 | $9.85M | Sell |
59,385
-182
| -0.3% | -$28.8K | 2.6% | 6 |
|
|
2019
Q3 | $9.03M | Sell |
59,567
-3,201
| -5% | -$489K | 2.72% | 4 |
|
|
2019
Q2 | $9.77M | Sell |
62,768
-3,129
| -5% | -$482K | 2.78% | 5 |
|
|
2019
Q1 | $10.1M | Sell |
65,897
-2,816
| -4% | -$423K | 3.07% | 3 |
|
|
2018
Q4 | $9.21M | Sell |
68,713
-1,836
| -3% | -$274K | 3.31% | 3 |
|
|
2018
Q3 | $11.9M | Sell |
70,549
-1,132
| -2% | -$191K | 3.41% | 3 |
|
|
2018
Q2 | $11.7M | Buy |
71,681
+8,925
| +14% | +$1.43M | 3.55% | 5 |
|
|
2018
Q1 | $9.54M | Sell |
62,756
-9,669
| -13% | -$1.49M | 3.95% | 5 |
|
|
2017
Q4 | $11.1M | Buy |
72,425
+20,725
| +40% | +$3.11M | 3.99% | 5 |
|
|
2017
Q3 | $7.67M | Buy |
51,700
+14,451
| +39% | +$2.03M | 2.91% | 6 |
|
|
2017
Q2 | $5.26M | Sell |
37,249
-4,482
| -11% | -$620K | 1.99% | 7 |
|
|
2017
Q1 | $5.74M | Sell |
41,731
-10,012
| -19% | -$1.37M | 2.22% | 6 |
|
|
2016
Q4 | $6.97M | Sell |
51,743
-20,726
| -29% | -$2.65M | 3.04% | 4 |
|
|
2016
Q3 | $8.98M | Sell |
72,469
-7,763
| -10% | -$944K | 3.8% | 4 |
|
|
2016
Q2 | $9.23M | Sell |
80,232
-18,226
| -19% | -$2.06M | 4.35% | 4 |
|
|
2016
Q1 | $10.9M | Sell |
98,458
-12,510
| -11% | -$1.29M | 5.44% | 4 |
|
|
2015
Q4 | $11.9M | Sell |
110,968
-13,473
| -11% | -$1.55M | 7.38% | 2 |
|
|
2015
Q3 | $13.6M | Sell |
124,441
-13,276
| -10% | -$1.57M | 8.47% | 2 |
|
|
2015
Q2 | $17.1M | Buy |
137,717
+13,660
| +11% | +$1.71M | 10.48% | 3 |
|
|
2015
Q1 | $15.4M | Sell |
124,057
-19,455
| -14% | -$2.35M | 12.03% | 3 |
|
|
2014
Q4 | $17M | Buy |
143,512
+13,080
| +10% | +$1.5M | 10.37% | 2 |
|
|
2014
Q3 | $14.3M | Sell |
130,432
-3,911
| -3% | -$447K | 14.1% | 3 |
|
|
2014
Q2 | $16M | Sell |
134,343
-14,004
| -9% | -$1.59M | 14.24% | 3 |
|
|
2014
Q1 | $17.3M | Buy |
148,347
+8,708
| +6% | +$1M | 14.09% | 3 |
|
|
2013
Q4 | $16.1M | Buy |
+139,639
| New | +$15.4M | 14.21% | 2 |
|
Other funds holding IWM
EFG Asset Management (Americas)'s IWM Position: Q3 2025 in Review
EFG Asset Management (Americas) increased its iShares Russell 2000 ETF (IWM) stake by 14% in Q3 2025, buying an estimated $174K and bringing the position to 6,314 shares worth $1.53M. The position accounts for 0.26% of the portfolio, ranked #106.
EFG Asset Management (Americas) first reported a position in IWM in Q4 2013 and has held it in 48 quarters since. The position peaked at $22.7M in Q4 2023. 2,429 funds tracked by Wall St. Rank hold IWM as of Q3 2025.
- EFG Asset Management (Americas) held 6,314 shares of iShares Russell 2000 ETF worth $1.53M as of Q3 2025.
- EFG Asset Management (Americas) bought 758 iShares Russell 2000 ETF shares in Q3 2025, an estimated $174K.
- iShares Russell 2000 ETF made up 0.26% of EFG Asset Management (Americas)'s portfolio in Q3 2025, its #106 holding.
- EFG Asset Management (Americas) first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 48 quarters since.
- EFG Asset Management (Americas)'s iShares Russell 2000 ETF position peaked at $22.7M in Q4 2023.
- 2,429 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.
Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.