Icon Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Icon Wealth 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	-428	Closed	-$104K	–	467
2025 Q3	$104K	Buy	+428	New	+$98.2K	0.01%	503
2025 Q1	–	Sell	-840	Closed	-$186K	–	509
2024 Q4	$186K	Buy	+840	New	+$192K	0.02%	382
2024 Q3	–	Sell	-775	Closed	-$173K	–	485
2024 Q2	$173K	Sell	775 -479	-38%	-$96.8K	0.02%	355
2024 Q1	$264K	Buy	1,254 +554	+79%	+$111K	0.02%	300
2023 Q4	$140K	Buy	+700	New	+$125K	0.01%	371
2022 Q4	$811K	Sell	4,649 -30	-0.6%	-$5.33K	0.09%	155
2022 Q3	$772K	Buy	+4,679	New	+$853K	0.09%	156

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Icon Wealth Advisors's IWM Position: Q4 2025 in Review

Icon Wealth Advisors sold out of iShares Russell 2000 ETF (IWM) in Q4 2025, closing a stake of 428 shares — an estimated $104K sold.

Icon Wealth Advisors first reported a position in IWM in Q3 2022 and held it in 7 quarters. The position peaked at $811K in Q4 2022. 2,590 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

Icon Wealth Advisors reported no remaining iShares Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
Icon Wealth Advisors sold 428 iShares Russell 2000 ETF shares in Q4 2025, an estimated $104K.
Icon Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q3 2022 and held it in 7 quarters.
Icon Wealth Advisors's iShares Russell 2000 ETF position peaked at $811K in Q4 2022.
2,590 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

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