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

Guild 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
-1,050
Closed -$254K – 51
2025
Q3 		$254K Buy
+1,050
New +$241K 0.2% 43
2018
Q1 		– Sell
-76,795
Closed -$11.7M – 35
2017
Q4 		$11.7M Buy
76,795
+36,795
+92% +$5.53M 10.98% 2
2017
Q3 		$5.93M Buy
+40,000
New +$5.63M 6.25% 7
2017
Q1 		– Sell
-173,590
Closed -$23.4M – 36
2016
Q4 		$23.4M Buy
+173,590
New +$22.2M 21.25% 2

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

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

Guild Investment Management sold out of iShares Russell 2000 ETF (IWM) in Q4 2025, closing a stake of 1,050 shares — an estimated $254K sold.

Guild Investment Management first reported a position in IWM in Q4 2016 and held it in 4 quarters. The position peaked at $23.4M in Q4 2016. 2,590 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

  • Guild Investment Management reported no remaining iShares Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
  • Guild Investment Management sold 1,050 iShares Russell 2000 ETF shares in Q4 2025, an estimated $254K.
  • Guild Investment Management first reported a position in iShares Russell 2000 ETF in Q4 2016 and held it in 4 quarters.
  • Guild Investment Management's iShares Russell 2000 ETF position peaked at $23.4M in Q4 2016.
  • 2,590 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on Guild Investment Management's 13F filing for Q4 2025, filed 21 Jan 2026.