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

FSA 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 Q3	$245K	Sell	1,014 -3	-0.3%	-$688	0.09%	49
2025 Q2	$220K	Sell	1,017 -25	-2%	-$5.03K	0.09%	50
2025 Q1	$208K	Sell	1,042 -60	-5%	-$13K	0.09%	51
2024 Q4	$244K	Sell	1,102 -26	-2%	-$5.93K	0.1%	44
2024 Q3	$249K	Buy	+1,128	New	+$241K	0.1%	45
2024 Q1	$237K	Buy	1,128 +40	+4%	+$7.98K	0.1%	46
2023 Q4	$218K	Buy	+1,088	New	+$195K	0.1%	43
2023 Q3	–	Sell	-1,088	Closed	-$204K	–	50
2023 Q2	$204K	Buy	+1,088	New	+$194K	0.11%	44
2022 Q2	–	Sell	-1,134	Closed	-$252K	–	36
2022 Q1	$252K	Hold	1,134	–	–	0.15%	39
2021 Q4	$252K	Sell	1,134 -25	-2%	-$5.65K	0.15%	39
2021 Q3	$254K	Buy	1,159 +1	+0.1%	+$222	0.16%	38
2021 Q2	$266K	Hold	1,158	–	–	0.17%	36
2021 Q1	$256K	Buy	1,158 +1	+0.1%	+$218	0.17%	37
2020 Q4	$227K	Buy	+1,157	New	+$202K	0.11%	51
2020 Q3	–	Sell	-1,157	Closed	-$166K	–	202
2020 Q2	$166K	Hold	1,157	–	–	0.11%	62
2020 Q1	$132K	Hold	1,157	–	–	0.11%	63
2019 Q4	$192K	Buy	+1,157	New	+$183K	0.14%	55

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

FSA Wealth Management's IWM Position: Q3 2025 in Review

FSA Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.29% in Q3 2025, selling an estimated $688 and leaving 1,014 shares worth $245K. The position accounts for 0.09% of the portfolio, ranked #49.

FSA Wealth Management first reported a position in IWM in Q4 2019 and has held it in 17 quarters since. The position peaked at $266K in Q2 2021. 2,429 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

FSA Wealth Management held 1,014 shares of iShares Russell 2000 ETF worth $245K as of Q3 2025.
FSA Wealth Management sold 3 iShares Russell 2000 ETF shares in Q3 2025, an estimated $688.
iShares Russell 2000 ETF made up 0.09% of FSA Wealth Management's portfolio in Q3 2025, its #49 holding.
FSA Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 17 quarters since.
FSA Wealth Management's iShares Russell 2000 ETF position peaked at $266K in Q2 2021.
2,429 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.