Focused Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Focused Wealth 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 Q4	–	Sell	-1,020	Closed	-$247K	–	228
2025 Q3	$247K	Buy	+1,020	New	+$234K	0.03%	160
2024 Q1	–	Sell	-135	Closed	-$27K	–	573
2023 Q4	$27K	Buy	135 +2	+2%	+$358	﹤0.01%	392
2023 Q3	$23.6K	Hold	133	–	–	﹤0.01%	404
2023 Q2	$25K	Hold	133	–	–	﹤0.01%	397
2023 Q1	$23.8K	Hold	133	–	–	﹤0.01%	417
2022 Q4	$23.1K	Buy	133 +1	+0.8%	+$178	﹤0.01%	409
2022 Q3	$22K	Buy	132 +1	+0.8%	+$182	﹤0.01%	380
2022 Q2	$22K	Hold	131	–	–	﹤0.01%	388
2022 Q1	$27K	Hold	131	–	–	﹤0.01%	391
2021 Q4	$29K	Buy	131 +1	+0.8%	+$226	﹤0.01%	435
2021 Q3	$29K	Hold	130	–	–	﹤0.01%	441
2021 Q2	$30K	Hold	130	–	–	0.01%	448
2021 Q1	$29K	Buy	130 +1	+0.8%	+$218	0.01%	440
2020 Q4	$25K	Buy	+129	New	+$22.6K	﹤0.01%	430
2016 Q3	–	Sell	-24	Closed	-$3K	–	682
2016 Q2	$3K	Buy	+24	New	+$2.71K	﹤0.01%	565
2016 Q1	–	Sell	-55	Closed	-$6K	–	689
2015 Q4	$6K	Hold	55	–	–	﹤0.01%	481
2015 Q3	$6K	Hold	55	–	–	﹤0.01%	471
2015 Q2	$7K	Buy	55 +40	+267%	+$5K	﹤0.01%	457
2015 Q1	$2K	Hold	15	–	–	﹤0.01%	604
2014 Q4	$2K	Hold	15	–	–	﹤0.01%	587
2014 Q3	$2K	Hold	15	–	–	﹤0.01%	593
2014 Q2	$2K	Hold	15	–	–	﹤0.01%	596
2014 Q1	$2K	Hold	15	–	–	﹤0.01%	562
2013 Q4	$2K	Hold	15	–	–	﹤0.01%	559
2013 Q3	$2K	Buy	+15	New	+$1.55K	﹤0.01%	523

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

Focused Wealth Management's IWM Position: Q4 2025 in Review

Focused Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q4 2025, closing a stake of 1,020 shares — an estimated $247K sold.

Focused Wealth Management first reported a position in IWM in Q3 2013 and held it in 25 quarters. The position peaked at $247K in Q3 2025. 2,597 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

Focused Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
Focused Wealth Management sold 1,020 iShares Russell 2000 ETF shares in Q4 2025, an estimated $247K.
Focused Wealth Management first reported a position in iShares Russell 2000 ETF in Q3 2013 and held it in 25 quarters.
Focused Wealth Management's iShares Russell 2000 ETF position peaked at $247K in Q3 2025.
2,597 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on Focused Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.