Foresight Capital Management Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Foresight Capital Management 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 Q2	–	Sell	-12,300	Closed	-$2.45M	–	92
2025 Q1	$2.45M	Buy	12,300 +400	+3%	+$86.8K	1.52%	30
2024 Q4	$2.63M	Buy	11,900 +550	+5%	+$125K	1.54%	29
2024 Q3	$2.51M	Buy	11,350 +900	+9%	+$193K	1.49%	32
2024 Q2	$2.12M	Sell	10,450 -388	-4%	-$78.4K	1.43%	32
2024 Q1	$2.28M	Buy	10,838 +300	+3%	+$59.8K	1.74%	28
2023 Q4	$2.12M	Buy	+10,538	New	+$1.89M	2.17%	22
2022 Q3	$1.37M	Buy	8,317 +300	+4%	+$54.7K	2.36%	23
2022 Q2	$1.36M	Buy	8,017 +700	+10%	+$129K	2.08%	27
2022 Q1	$1.5M	Buy	7,317 +100	+1%	+$20.4K	1.68%	34
2021 Q4	$1.6M	Buy	+7,217	New	+$1.63M	1.56%	37

Other funds holding IWM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Foresight Capital Management Advisors's IWM Position: Q2 2025 in Review

Foresight Capital Management Advisors sold out of iShares Russell 2000 ETF (IWM) in Q2 2025, closing a stake of 12,300 shares — an estimated $2.45M sold.

Foresight Capital Management Advisors first reported a position in IWM in Q4 2021 and held it in 10 quarters. The position peaked at $2.63M in Q4 2024. 2,362 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

Foresight Capital Management Advisors reported no remaining iShares Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
Foresight Capital Management Advisors sold 12,300 iShares Russell 2000 ETF shares in Q2 2025, an estimated $2.45M.
Foresight Capital Management Advisors first reported a position in iShares Russell 2000 ETF in Q4 2021 and held it in 10 quarters.
Foresight Capital Management Advisors's iShares Russell 2000 ETF position peaked at $2.63M in Q4 2024.
2,362 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Foresight Capital Management Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.