HWM
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Hemington Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Hemington Wealth 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
Q3 		$54K Hold
226
– – 0.01% 336
2025
Q2 		$48K Sell
226
-84
-27% -$16.9K 0.01% 346
2025
Q1 		$61K Hold
310
– – 0.01% 285
2024
Q4 		$68K Buy
310
+33
+12% +$7.52K 0.02% 253
2024
Q3 		$60K Buy
+277
New +$59.3K 0.02% 261

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Hemington Wealth Management's IWM Position: Q3 2025 in Review

Hemington Wealth Management held its iShares Russell 2000 ETF (IWM) position steady in Q3 2025 at 226 shares worth $54K. The position accounts for 0.01% of the portfolio, ranked #336.

Hemington Wealth Management first reported a position in IWM in Q3 2024 and has held it in 5 quarters since. The position peaked at $68K in Q4 2024. 2,429 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

  • Hemington Wealth Management held 226 shares of iShares Russell 2000 ETF worth $54K as of Q3 2025.
  • Hemington Wealth Management left its iShares Russell 2000 ETF share count unchanged in Q3 2025.
  • iShares Russell 2000 ETF made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #336 holding.
  • Hemington Wealth Management first reported a position in iShares Russell 2000 ETF in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's iShares Russell 2000 ETF position peaked at $68K in Q4 2024.
  • 2,429 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.