Fund Evaluation Group
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Fund Evaluation Group’s iShares Russell 2000 ETF IWM Stock Holding History

Fund Evaluation Group’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 		– Sell
-43,836
Closed -$9.46M – 82
2025
Q2 		$9.46M Hold
43,836
– – 0.37% 25
2025
Q1 		$8.74M Sell
43,836
-33
-0.1% -$7.16K 0.38% 22
2024
Q4 		$9.7M Sell
43,869
-1
-0% -$228 0.45% 19
2024
Q3 		$9.7M Buy
+43,870
New +$9.39M 0.54% 16
2015
Q3 		– Sell
-12,672
Closed -$1.58M – 24
2015
Q2 		$1.58M Buy
+12,672
New +$1.58M 0.3% 15

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Fund Evaluation Group's IWM Position: Q3 2025 in Review

Fund Evaluation Group sold out of iShares Russell 2000 ETF (IWM) in Q3 2025, closing a stake of 43,836 shares — an estimated $9.46M sold.

Fund Evaluation Group first reported a position in IWM in Q2 2015 and held it in 5 quarters. The position peaked at $9.7M in Q4 2024. 2,441 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

  • Fund Evaluation Group reported no remaining iShares Russell 2000 ETF position as of Q3 2025 after selling out during the quarter.
  • Fund Evaluation Group sold 43,836 iShares Russell 2000 ETF shares in Q3 2025, an estimated $9.46M.
  • Fund Evaluation Group first reported a position in iShares Russell 2000 ETF in Q2 2015 and held it in 5 quarters.
  • Fund Evaluation Group's iShares Russell 2000 ETF position peaked at $9.7M in Q4 2024.
  • 2,441 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on Fund Evaluation Group's 13F filing for Q3 2025, filed 12 Nov 2025.