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GPS Wealth Strategies Group’s iShares Russell 2000 ETF IWM Stock Holding History

GPS Wealth Strategies 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
Q4 		– Sell
-672
Closed -$163K – 1075
2025
Q3 		$163K Buy
672
+29
+5% +$6.65K 0.02% 389
2025
Q2 		$139K Sell
643
-61
-9% -$12.3K 0.02% 389
2025
Q1 		$140K Sell
704
-178
-20% -$38.6K 0.02% 381
2024
Q4 		$195K Hold
882
– – 0.03% 303
2024
Q3 		$195K Buy
882
+279
+46% +$59.7K 0.03% 308
2024
Q2 		$122K Sell
603
-55
-8% -$11.1K 0.02% 357
2024
Q1 		$138K Sell
658
-20
-3% -$3.99K 0.02% 315
2023
Q4 		$136K Buy
678
+37
+6% +$6.63K 0.02% 299
2023
Q3 		$113K Buy
641
+160
+33% +$30K 0.02% 338
2023
Q2 		$90K Sell
481
-55
-10% -$9.81K 0.02% 381
2023
Q1 		$95.6K Buy
+536
New +$98.7K 0.02% 355
2022
Q4 		– Sell
-253
Closed -$42K – 614
2022
Q3 		$42K Sell
253
-48
-16% -$8.76K 0.01% 467
2022
Q2 		$51K Buy
301
+132
+78% +$24.3K 0.01% 437
2022
Q1 		$35K Buy
169
+17
+11% +$3.47K 0.01% 482
2021
Q4 		$34K Hold
152
– – 0.01% 483
2021
Q3 		$33K Hold
152
– – 0.01% 473
2021
Q2 		$35K Buy
152
+9
+6% +$2.02K 0.01% 484
2021
Q1 		$31K Buy
+143
New +$31.2K 0.01% 466

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

GPS Wealth Strategies Group's IWM Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of iShares Russell 2000 ETF (IWM) in Q4 2025, closing a stake of 672 shares — an estimated $163K sold.

GPS Wealth Strategies Group first reported a position in IWM in Q1 2021 and held it in 18 quarters. The position peaked at $195K in Q4 2024. 2,590 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining iShares Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 672 iShares Russell 2000 ETF shares in Q4 2025, an estimated $163K.
  • GPS Wealth Strategies Group first reported a position in iShares Russell 2000 ETF in Q1 2021 and held it in 18 quarters.
  • GPS Wealth Strategies Group's iShares Russell 2000 ETF position peaked at $195K in Q4 2024.
  • 2,590 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.