Financial & Tax Architects’s iShares Russell 2000 ETF IWM Stock Holding History

Financial & Tax Architects’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	-5,571	Closed	-$1.35M	–	111
2025 Q3	$1.35M	Buy	+5,571	New	+$1.28M	0.3%	59
2025 Q1	–	Sell	-2,716	Closed	-$600K	–	108
2024 Q4	$600K	Buy	+2,716	New	+$619K	0.15%	74
2022 Q2	–	Sell	-1,020	Closed	-$209K	–	88
2022 Q1	$209K	Hold	1,020	–	–	0.08%	89
2021 Q4	$227K	Hold	1,020	–	–	0.09%	91
2021 Q3	$223K	Buy	+1,020	New	+$226K	0.1%	96

Other funds holding IWM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Financial & Tax Architects's IWM Position: Q4 2025 in Review

Financial & Tax Architects sold out of iShares Russell 2000 ETF (IWM) in Q4 2025, closing a stake of 5,571 shares — an estimated $1.35M sold.

Financial & Tax Architects first reported a position in IWM in Q3 2021 and held it in 5 quarters. The position peaked at $1.35M in Q3 2025. 2,591 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

Financial & Tax Architects reported no remaining iShares Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
Financial & Tax Architects sold 5,571 iShares Russell 2000 ETF shares in Q4 2025, an estimated $1.35M.
Financial & Tax Architects first reported a position in iShares Russell 2000 ETF in Q3 2021 and held it in 5 quarters.
Financial & Tax Architects's iShares Russell 2000 ETF position peaked at $1.35M in Q3 2025.
2,591 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on Financial & Tax Architects's 13F filing for Q4 2025, filed 21 Jan 2026.