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Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Financial 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
Q3 		$1.78M Hold
7,341
– – 0.31% 22
2025
Q2 		$1.58M Hold
7,341
– – 0.3% 23
2025
Q1 		$1.46M Hold
7,341
– – 0.29% 24
2024
Q4 		$1.62M Hold
7,341
– – 0.31% 22
2024
Q3 		$1.62M Buy
7,341
+37
+0.5% +$7.92K 0.31% 23
2024
Q2 		$1.48M Sell
7,304
-25
-0.3% -$5.05K 0.3% 20
2024
Q1 		$1.54M Buy
7,329
+152
+2% +$30.3K 0.32% 19
2023
Q4 		$1.44M Sell
7,177
-14,861
-67% -$2.66M 0.32% 21
2023
Q3 		$3.9M Sell
22,038
-31
-0.1% -$5.82K 0.96% 11
2023
Q2 		$4.13M Buy
22,069
+108
+0.5% +$19.3K 0.98% 11
2023
Q1 		$3.92M Sell
21,961
-373
-2% -$68.7K 0.99% 11
2022
Q4 		$3.89M Buy
22,334
+2,439
+12% +$434K 1.06% 11
2022
Q3 		$3.33M Sell
19,895
-211
-1% -$38.5K 1.16% 12
2022
Q2 		$3.4M Sell
20,106
-223
-1% -$41.1K 1.2% 9
2022
Q1 		$4.17M Sell
20,329
-9
-0% -$1.84K 1.3% 10
2021
Q4 		$4.52M Buy
20,338
+5
+0% +$1.13K 1.38% 9
2021
Q3 		$4.45M Sell
20,333
-34
-0.2% -$7.54K 1.5% 9
2021
Q2 		$4.67M Buy
20,367
+409
+2% +$92K 1.64% 8
2021
Q1 		$4.41M Sell
19,958
-235
-1% -$51.3K 1.76% 7
2020
Q4 		$3.96M Sell
20,193
-288
-1% -$50.4K 1.76% 8
2020
Q3 		$3.07M Sell
20,481
-169
-0.8% -$25.4K 1.61% 8
2020
Q2 		$2.96M Sell
20,650
-9,008
-30% -$1.18M 1.65% 8
2020
Q1 		$3.4M Sell
29,658
-6,254
-17% -$932K 2.3% 5
2019
Q4 		$5.95M Sell
35,912
-169
-0.5% -$26.7K 3.37% 5
2019
Q3 		$5.46M Sell
36,081
-24,453
-40% -$3.73M 3.35% 5
2019
Q2 		$9.41M Sell
60,534
-3,142
-5% -$484K 6.04% 4
2019
Q1 		$9.75M Sell
63,676
-1,995
-3% -$300K 6.66% 5
2018
Q4 		$8.79M Buy
+65,671
New +$9.8M 7.15% 5

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

Financial Advisors's IWM Position: Q3 2025 in Review

Financial Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q3 2025 at 7,341 shares worth $1.78M. The position accounts for 0.31% of the portfolio, ranked #22.

Financial Advisors first reported a position in IWM in Q4 2018 and has held it in 28 quarters since. The position peaked at $9.75M in Q1 2019. 2,430 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

  • Financial Advisors held 7,341 shares of iShares Russell 2000 ETF worth $1.78M as of Q3 2025.
  • Financial Advisors left its iShares Russell 2000 ETF share count unchanged in Q3 2025.
  • iShares Russell 2000 ETF made up 0.31% of Financial Advisors's portfolio in Q3 2025, its #22 holding.
  • Financial Advisors first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 28 quarters since.
  • Financial Advisors's iShares Russell 2000 ETF position peaked at $9.75M in Q1 2019.
  • 2,430 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.