InTrack Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

InTrack Investment 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	–	Sell	-1,587	Closed	-$342K	–	115
2025 Q2	$342K	Buy	+1,587	New	+$319K	0.23%	90
2024 Q3	–	Sell	-2,708	Closed	-$549K	–	125
2024 Q2	$549K	Buy	+2,708	New	+$547K	0.39%	76
2024 Q1	–	Sell	-1,124	Closed	-$226K	–	137
2023 Q4	$226K	Sell	1,124 -2,372	-68%	-$425K	0.17%	125
2023 Q3	$618K	Sell	3,496 -995	-22%	-$187K	0.54%	63
2023 Q2	$841K	Sell	4,491 -17	-0.4%	-$3.03K	0.69%	50
2023 Q1	$791K	Sell	4,508 -3,463	-43%	-$638K	0.72%	48
2022 Q4	$1.39M	Buy	+7,971	New	+$1.42M	1.39%	17
2022 Q3	–	Sell	-1,259	Closed	-$213K	–	110
2022 Q2	$213K	Buy	+1,259	New	+$232K	0.22%	102
2022 Q1	–	Sell	-3,741	Closed	-$832K	–	121
2021 Q4	$832K	Sell	3,741 -569	-13%	-$129K	0.57%	67
2021 Q3	$1.01M	Buy	4,310 +1,357	+46%	+$301K	0.73%	50
2021 Q2	$667K	Buy	+2,953	New	+$664K	0.52%	66

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

InTrack Investment Management's IWM Position: Q3 2025 in Review

InTrack Investment Management sold out of iShares Russell 2000 ETF (IWM) in Q3 2025, closing a stake of 1,587 shares — an estimated $342K sold.

InTrack Investment Management first reported a position in IWM in Q2 2021 and held it in 11 quarters. The position peaked at $1.39M in Q4 2022. 2,429 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

InTrack Investment Management reported no remaining iShares Russell 2000 ETF position as of Q3 2025 after selling out during the quarter.
InTrack Investment Management sold 1,587 iShares Russell 2000 ETF shares in Q3 2025, an estimated $342K.
InTrack Investment Management first reported a position in iShares Russell 2000 ETF in Q2 2021 and held it in 11 quarters.
InTrack Investment Management's iShares Russell 2000 ETF position peaked at $1.39M in Q4 2022.
2,429 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on InTrack Investment Management's 13F filing for Q3 2025, filed 22 Oct 2025.