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

Helium 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
Q4 		– Sell
-1,191
Closed -$288K – 87
2025
Q3 		$288K Sell
1,191
-12
-1% -$2.75K 0.24% 65
2025
Q2 		$260K Sell
1,203
-25
-2% -$5.03K 0.16% 86
2025
Q1 		$245K Buy
1,228
+3
+0.2% +$651 0.18% 83
2024
Q4 		$271K Buy
+1,225
New +$279K 0.21% 73

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
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Helium Advisors's IWM Position: Q4 2025 in Review

Helium Advisors sold out of iShares Russell 2000 ETF (IWM) in Q4 2025, closing a stake of 1,191 shares — an estimated $288K sold.

Helium Advisors first reported a position in IWM in Q4 2024 and held it in 4 quarters. The position peaked at $288K in Q3 2025. 2,597 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

  • Helium Advisors reported no remaining iShares Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
  • Helium Advisors sold 1,191 iShares Russell 2000 ETF shares in Q4 2025, an estimated $288K.
  • Helium Advisors first reported a position in iShares Russell 2000 ETF in Q4 2024 and held it in 4 quarters.
  • Helium Advisors's iShares Russell 2000 ETF position peaked at $288K in Q3 2025.
  • 2,597 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on Helium Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.