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

ForthRight 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 Q2	–	Sell	-1,133	Closed	-$226K	–	66
2025 Q1	$226K	Buy	1,133 +2	+0.2%	+$434	0.08%	60
2024 Q4	$250K	Buy	1,131 +3	+0.3%	+$684	0.08%	57
2024 Q3	$249K	Sell	1,128 -195	-15%	-$41.7K	0.08%	57
2024 Q2	$268K	Sell	1,323 -211	-14%	-$42.6K	0.1%	53
2024 Q1	$323K	Sell	1,534 -80	-5%	-$16K	0.12%	50
2023 Q4	$324K	Buy	+1,614	New	+$289K	0.13%	46
2021 Q1	–	Sell	-187	Closed	-$37K	–	104
2020 Q4	$37K	Buy	+187	New	+$32.7K	0.03%	77

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

ForthRight Wealth Management's IWM Position: Q2 2025 in Review

ForthRight Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2025, closing a stake of 1,133 shares — an estimated $226K sold.

ForthRight Wealth Management first reported a position in IWM in Q4 2020 and held it in 7 quarters. The position peaked at $324K in Q4 2023. 2,367 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

ForthRight Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
ForthRight Wealth Management sold 1,133 iShares Russell 2000 ETF shares in Q2 2025, an estimated $226K.
ForthRight Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2020 and held it in 7 quarters.
ForthRight Wealth Management's iShares Russell 2000 ETF position peaked at $324K in Q4 2023.
2,367 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on ForthRight Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.