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EWG Elevate’s iShares Russell 2000 ETF IWM Stock Holding History

EWG Elevate’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 		$258K Hold
1,068
– – 0.08% 96
2025
Q2 		$230K Sell
1,068
-2
-0.2% -$402 0.07% 129
2025
Q1 		$213K Sell
1,070
-10,535
-91% -$2.29M 0.08% 113
2024
Q4 		$2.56M Buy
11,605
+7,331
+172% +$1.67M 0.78% 37
2024
Q3 		$944K Sell
4,274
-84
-2% -$18K 0.38% 49
2024
Q2 		$884K Buy
4,358
+64
+1% +$12.9K 0.32% 69
2024
Q1 		$903K Buy
4,294
+291
+7% +$58K 0.34% 66
2023
Q4 		$803K Sell
4,003
-131
-3% -$23.5K 0.33% 58
2023
Q3 		$731K Buy
4,134
+343
+9% +$64.4K 0.33% 55
2023
Q2 		$710K Sell
3,791
-745
-16% -$133K 0.29% 56
2023
Q1 		$809K Buy
4,536
+17
+0.4% +$3.13K 0.35% 54
2022
Q4 		$788K Sell
4,519
-24,603
-84% -$4.38M 0.4% 45
2022
Q3 		$4.8M Buy
29,122
+25,788
+773% +$4.7M 2.71% 13
2022
Q2 		$565K Sell
3,334
-1,509
-31% -$278K 0.27% 49
2022
Q1 		$994K Buy
4,843
+250
+5% +$51K 0.39% 49
2021
Q4 		$1.02M Sell
4,593
-19,617
-81% -$4.43M 0.5% 47
2021
Q3 		$5.3M Sell
24,210
-3,237
-12% -$718K 2.19% 16
2021
Q2 		$6.35M Sell
27,447
-3,043
-10% -$684K 2.46% 13
2021
Q1 		$6.74M Buy
30,490
+20,125
+194% +$4.39M 2.98% 11
2020
Q4 		$2.03M Buy
10,365
+6,412
+162% +$1.12M 0.93% 32
2020
Q3 		$592K Sell
3,953
-50
-1% -$7.52K 0.34% 46
2020
Q2 		$573K Sell
4,003
-382
-9% -$50.1K 0.39% 41
2020
Q1 		$502K Sell
4,385
-2,415
-36% -$360K 0.38% 41
2019
Q4 		$1.13M Buy
+6,800
New +$1.07M 0.61% 36

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

EWG Elevate's IWM Position: Q3 2025 in Review

EWG Elevate held its iShares Russell 2000 ETF (IWM) position steady in Q3 2025 at 1,068 shares worth $258K. The position accounts for 0.08% of the portfolio, ranked #96.

EWG Elevate first reported a position in IWM in Q4 2019 and has held it in 24 quarters since. The position peaked at $6.74M in Q1 2021. 2,429 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

  • EWG Elevate held 1,068 shares of iShares Russell 2000 ETF worth $258K as of Q3 2025.
  • EWG Elevate left its iShares Russell 2000 ETF share count unchanged in Q3 2025.
  • iShares Russell 2000 ETF made up 0.08% of EWG Elevate's portfolio in Q3 2025, its #96 holding.
  • EWG Elevate first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 24 quarters since.
  • EWG Elevate's iShares Russell 2000 ETF position peaked at $6.74M in Q1 2021.
  • 2,429 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.