Fairfield, Bush & Co’s iShares Russell 2000 ETF IWM Stock Holding History

Fairfield, Bush & Co’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 Q2	–	Sell	-5,008	Closed	-$999K	–	114
2025 Q1	$999K	Buy	5,008 +218	+5%	+$47.3K	0.63%	46
2024 Q4	$1.06M	Buy	4,790 +1,580	+49%	+$360K	0.62%	46
2024 Q3	$709K	Buy	3,210 +243	+8%	+$52K	0.42%	61
2024 Q2	$602K	Sell	2,967 -35	-1%	-$7.07K	0.36%	58
2024 Q1	$631K	Sell	3,002 -25	-0.8%	-$4.99K	0.37%	63
2023 Q4	$608K	Buy	+3,027	New	+$542K	0.36%	64
2023 Q3	–	Sell	-132	Closed	-$24.7K	–	297
2023 Q2	$24.7K	Buy	+132	New	+$23.5K	0.01%	258
2022 Q3	–	Sell	-510	Closed	-$86K	–	278
2022 Q2	$86K	Buy	+510	New	+$94K	0.05%	157
2018 Q2	–	Sell	-100	Closed	-$15K	–	172
2018 Q1	$15K	Buy	+100	New	+$15.4K	﹤0.01%	180

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Fairfield, Bush & Co's IWM Position: Q2 2025 in Review

Fairfield, Bush & Co sold out of iShares Russell 2000 ETF (IWM) in Q2 2025, closing a stake of 5,008 shares — an estimated $999K sold.

Fairfield, Bush & Co first reported a position in IWM in Q1 2018 and held it in 9 quarters. The position peaked at $1.06M in Q4 2024. 2,362 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

Fairfield, Bush & Co reported no remaining iShares Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
Fairfield, Bush & Co sold 5,008 iShares Russell 2000 ETF shares in Q2 2025, an estimated $999K.
Fairfield, Bush & Co first reported a position in iShares Russell 2000 ETF in Q1 2018 and held it in 9 quarters.
Fairfield, Bush & Co's iShares Russell 2000 ETF position peaked at $1.06M in Q4 2024.
2,362 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Fairfield, Bush & Co's 13F filing for Q2 2025, filed 15 Aug 2025.