Guerra Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Guerra Advisors’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	$118K	Buy	+486	New	+$112K	0.04%	113

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

Guerra Advisors's IWM Position: Q3 2025 in Review

Guerra Advisors opened a new position in iShares Russell 2000 ETF (IWM) in Q3 2025: 486 shares worth $118K. The stake represents 0.04% of the portfolio and ranks #113 among its holdings.

2,430 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

Guerra Advisors held 486 shares of iShares Russell 2000 ETF worth $118K as of Q3 2025.
iShares Russell 2000 ETF was a new Guerra Advisors position in Q3 2025.
iShares Russell 2000 ETF made up 0.04% of Guerra Advisors's portfolio in Q3 2025, its #113 holding.
2,430 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.