Fiduciary Management Inc’s iShares Russell 2000 ETF IWM Stock Holding History

Fiduciary Management Inc’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	-2,590	Closed	-$627K	–	70
2025 Q3	$627K	Buy	+2,590	New	+$594K	0.01%	64
2024 Q4	–	Sell	-3,380	Closed	-$747K	–	73
2024 Q3	$747K	Buy	+3,380	New	+$723K	0.01%	65
2024 Q1	–	Sell	-3,285	Closed	-$659K	–	69
2023 Q4	$659K	Buy	3,285 +2,065	+169%	+$370K	0.01%	67
2023 Q3	$216K	Buy	+1,220	New	+$229K	﹤0.01%	67
2023 Q1	–	Sell	-14,744	Closed	-$2.57M	–	64
2022 Q4	$2.57M	Buy	+14,744	New	+$2.62M	0.03%	65
2019 Q1	–	Sell	-6,815	Closed	-$913K	–	73
2018 Q4	$913K	Buy	+6,815	New	+$1.02M	0.01%	68

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Fiduciary Management Inc's IWM Position: Q4 2025 in Review

Fiduciary Management Inc sold out of iShares Russell 2000 ETF (IWM) in Q4 2025, closing a stake of 2,590 shares — an estimated $627K sold.

Fiduciary Management Inc first reported a position in IWM in Q4 2018 and held it in 6 quarters. The position peaked at $2.57M in Q4 2022. 2,597 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

Fiduciary Management Inc reported no remaining iShares Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
Fiduciary Management Inc sold 2,590 iShares Russell 2000 ETF shares in Q4 2025, an estimated $627K.
Fiduciary Management Inc first reported a position in iShares Russell 2000 ETF in Q4 2018 and held it in 6 quarters.
Fiduciary Management Inc's iShares Russell 2000 ETF position peaked at $2.57M in Q4 2022.
2,597 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on Fiduciary Management Inc's 13F filing for Q4 2025, filed 11 Feb 2026.