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Financial Advocates Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Financial Advocates Investment Management’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 		– Sell
-54,255
Closed -$11.7M – 331
2025
Q2 		$11.7M Buy
54,255
+50,259
+1,258% +$10.1M 0.95% 23
2025
Q1 		$797K Sell
3,996
-53,345
-93% -$11.6M 0.06% 328
2024
Q4 		$12.5M Sell
57,341
-82,631
-59% -$18.8M 0.71% 25
2024
Q3 		$14.1M Buy
139,972
+90,842
+185% +$19.4M 0.8% 21
2024
Q2 		$9.97M Buy
49,130
+4,901
+11% +$990K 0.62% 29
2024
Q1 		$9.27M Sell
44,229
-46,193
-51% -$9.21M 0.54% 39
2023
Q4 		$11.1M Sell
90,422
-34,062
-27% -$6.1M 0.72% 27
2023
Q3 		$13.4M Buy
124,484
+76,050
+157% +$14.3M 0.96% 14
2023
Q2 		$9.07M Buy
48,434
+4,149
+9% +$740K 0.65% 28
2023
Q1 		$7.89M Buy
44,285
+1,963
+5% +$361K 0.57% 33
2022
Q4 		$7.38M Sell
42,322
-10,732
-20% -$1.91M 0.55% 37
2022
Q3 		$6.61M Buy
53,054
+13,767
+35% +$2.51M 0.55% 34
2022
Q2 		$6.65M Sell
39,287
-9,131
-19% -$1.68M 0.54% 35
2022
Q1 		$9.94M Buy
48,418
+2,422
+5% +$494K 0.65% 27
2021
Q4 		$10.2M Buy
45,996
+3,522
+8% +$796K 0.64% 25
2021
Q3 		$9.27M Buy
42,474
+6,671
+19% +$1.48M 0.63% 25
2021
Q2 		$8.16M Buy
35,803
+754
+2% +$170K 0.55% 32
2021
Q1 		$7.55M Buy
35,049
+5,820
+20% +$1.27M 0.54% 31
2020
Q4 		$5.68M Buy
29,229
+2,841
+11% +$497K 0.39% 59
2020
Q3 		$3.95M Sell
26,388
-980
-4% -$147K 0.34% 64
2020
Q2 		$4.18M Sell
27,368
-2,165
-7% -$284K 0.4% 55
2020
Q1 		$3.38M Buy
29,533
+7,562
+34% +$1.13M 0.48% 50
2019
Q4 		$3.64M Buy
21,971
+1,637
+8% +$259K 0.39% 66
2019
Q3 		$3.08M Buy
20,334
+1,992
+11% +$304K 0.35% 75
2019
Q2 		$2.85M Buy
18,342
+140
+0.8% +$21.6K 0.33% 74
2019
Q1 		$2.79M Sell
18,202
-7,869
-30% -$1.18M 0.35% 77
2018
Q4 		$3.49M Sell
26,071
-19,580
-43% -$2.92M 0.48% 51
2018
Q3 		$7.7M Sell
45,651
-11,811
-21% -$1.99M 0.86% 22
2018
Q2 		$9.46M Buy
57,462
+1,053
+2% +$168K 1.15% 17
2018
Q1 		$8.56M Buy
56,409
+2,756
+5% +$426K 1.11% 18
2017
Q4 		$8.18M Buy
+53,653
New +$8.06M 1.12% 19

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 $6.73T AUM 46.02% 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 $445B AUM 25.58% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Financial Advocates Investment Management's IWM Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of iShares Russell 2000 ETF (IWM) in Q3 2025, closing a stake of 54,255 shares — an estimated $11.7M sold.

Financial Advocates Investment Management first reported a position in IWM in Q4 2017 and held it in 31 quarters. The position peaked at $14.1M in Q3 2024. 2,432 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining iShares Russell 2000 ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 54,255 iShares Russell 2000 ETF shares in Q3 2025, an estimated $11.7M.
  • Financial Advocates Investment Management first reported a position in iShares Russell 2000 ETF in Q4 2017 and held it in 31 quarters.
  • Financial Advocates Investment Management's iShares Russell 2000 ETF position peaked at $14.1M in Q3 2024.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.