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Hughes Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History

Hughes Financial Services’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
-37
Closed -$7.38K – 1142
2025
Q1 		$7.38K Buy
+37
New +$8.03K ﹤0.01% 357

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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
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
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Hughes Financial Services's IWM Position: Q2 2025 in Review

Hughes Financial Services sold out of iShares Russell 2000 ETF (IWM) in Q2 2025, closing a stake of 37 shares — an estimated $7.38K sold.

Hughes Financial Services first reported a position in IWM in Q1 2025 and held it in 1 quarter. The position peaked at $7.38K in Q1 2025. 2,362 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

  • Hughes Financial Services reported no remaining iShares Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
  • Hughes Financial Services sold 37 iShares Russell 2000 ETF shares in Q2 2025, an estimated $7.38K.
  • Hughes Financial Services first reported a position in iShares Russell 2000 ETF in Q1 2025 and held it in 1 quarter.
  • Hughes Financial Services's iShares Russell 2000 ETF position peaked at $7.38K in Q1 2025.
  • 2,362 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Hughes Financial Services's 13F filing for Q2 2025, filed 7 Aug 2025.