IFS Group’s iShares Russell 2000 ETF IWM Stock Holding History

IFS Group’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	$998K	Buy	+4,114	New	+$944K	0.88%	31

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

IFS Group's IWM Position: Q3 2025 in Review

IFS Group opened a new position in iShares Russell 2000 ETF (IWM) in Q3 2025: 4,114 shares worth $998K. The stake represents 0.88% of the portfolio and ranks #31 among its holdings.

2,436 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

IFS Group held 4,114 shares of iShares Russell 2000 ETF worth $998K as of Q3 2025.
iShares Russell 2000 ETF was a new IFS Group position in Q3 2025.
iShares Russell 2000 ETF made up 0.88% of IFS Group's portfolio in Q3 2025, its #31 holding.
2,436 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on IFS Group's 13F filing for Q3 2025, filed 10 Nov 2025.