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

Freedom 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
Q4 		– Sell
-1,594
Closed -$386K – 134
2025
Q3 		$386K Sell
1,594
-2,585
-62% -$593K 0.1% 92
2025
Q2 		$902K Buy
4,179
+955
+30% +$192K 0.07% 280
2025
Q1 		$643K Sell
3,224
-1,162
-26% -$252K 0.05% 354
2024
Q4 		$969K Buy
4,386
+308
+8% +$70.2K 0.08% 241
2024
Q3 		$901K Buy
4,078
+456
+13% +$97.6K 0.07% 280
2024
Q2 		$735K Buy
+3,622
New +$732K 0.06% 313
2023
Q1 		– Sell
-1,441
Closed -$251K – 742
2022
Q4 		$251K Buy
+1,441
New +$256K 0.03% 616
2021
Q1 		– Sell
-1,199
Closed -$235K – 875
2020
Q4 		$235K Buy
+1,199
New +$210K 0.03% 535
2020
Q3 		– Sell
-2,300
Closed -$329K – 577
2020
Q2 		$329K Sell
2,300
-9,048
-80% -$1.19M 0.04% 378
2020
Q1 		$1.87M Sell
11,348
-1,312
-10% -$196K 0.17% 127
2019
Q4 		$2.1M Buy
12,660
+11,095
+709% +$1.75M 0.18% 123
2019
Q3 		$237K Buy
+1,565
New +$239K 0.02% 584
2019
Q1 		– Sell
-3,259
Closed -$436K – 739
2018
Q4 		$436K Buy
+3,259
New +$486K 0.03% 462
2018
Q2 		– Sell
-1,633
Closed -$248K – 1034
2018
Q1 		$248K Buy
1,633
+106
+7% +$16.4K 0.01% 947
2017
Q4 		$233K Sell
1,527
-36
-2% -$5.41K 0.01% 983
2017
Q3 		$232K Buy
+1,563
New +$220K 0.01% 957
2016
Q4 		– Sell
-1,763
Closed -$219K – 1022
2016
Q3 		$219K Buy
+1,763
New +$214K 0.01% 782
2015
Q3 		– Sell
-1,771
Closed -$221K – 704
2015
Q2 		$221K Buy
+1,771
New +$221K 0.02% 606

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 $5.72T AUM 30.48% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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 $377B AUM 19.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Freedom Investment Management's IWM Position: Q4 2025 in Review

Freedom Investment Management sold out of iShares Russell 2000 ETF (IWM) in Q4 2025, closing a stake of 1,594 shares — an estimated $386K sold.

Freedom Investment Management first reported a position in IWM in Q2 2015 and held it in 18 quarters. The position peaked at $2.1M in Q4 2019. 2,591 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

  • Freedom Investment Management reported no remaining iShares Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
  • Freedom Investment Management sold 1,594 iShares Russell 2000 ETF shares in Q4 2025, an estimated $386K.
  • Freedom Investment Management first reported a position in iShares Russell 2000 ETF in Q2 2015 and held it in 18 quarters.
  • Freedom Investment Management's iShares Russell 2000 ETF position peaked at $2.1M in Q4 2019.
  • 2,591 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on Freedom Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.