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Horizon Kinetics Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Horizon Kinetics Asset 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
Q2 		– Sell
-2,960
Closed -$590K – 354
2025
Q1 		$590K Buy
+2,960
New +$642K 0.01% 219

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Empower Advisory Group
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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Horizon Kinetics Asset Management's IWM Position: Q2 2025 in Review

Horizon Kinetics Asset Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2025, closing a stake of 2,960 shares — an estimated $590K sold.

Horizon Kinetics Asset Management first reported a position in IWM in Q1 2025 and held it in 1 quarter. The position peaked at $590K in Q1 2025. 2,362 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

  • Horizon Kinetics Asset Management reported no remaining iShares Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
  • Horizon Kinetics Asset Management sold 2,960 iShares Russell 2000 ETF shares in Q2 2025, an estimated $590K.
  • Horizon Kinetics Asset Management first reported a position in iShares Russell 2000 ETF in Q1 2025 and held it in 1 quarter.
  • Horizon Kinetics Asset Management's iShares Russell 2000 ETF position peaked at $590K in Q1 2025.
  • 2,362 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Horizon Kinetics Asset Management's 13F filing for Q2 2025, filed 12 Aug 2025.