Kathleen S. Wright Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Kathleen S. Wright Associates’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	$31.7K	Hold	131	–	–	0.01%	168
2025 Q2	$28.2K	Hold	131	–	–	0.01%	180
2025 Q1	$26.1K	Hold	131	–	–	0.01%	176
2024 Q4	$28.9K	Hold	131	–	–	0.01%	176
2024 Q3	$28.9K	Hold	131	–	–	0.01%	187
2024 Q2	$26.5K	Buy	131 +1	+0.8%	+$202	0.01%	165
2024 Q1	$27.4K	Hold	130	–	–	0.01%	155
2023 Q4	$26.1K	Buy	130 +1	+0.8%	+$179	0.01%	139
2023 Q3	$22.8K	Hold	129	–	–	0.01%	139
2023 Q2	$24.2K	Hold	129	–	–	0.02%	120
2023 Q1	$23K	Sell	129 -118	-48%	-$21.7K	0.02%	117
2022 Q4	$43K	Buy	247 +120	+94%	+$21.3K	0.03%	118
2022 Q3	$21K	Hold	127	–	–	0.02%	127
2022 Q2	$22K	Sell	127 -1	-0.8%	-$184	0.02%	119
2022 Q1	$26K	Buy	128 +1	+0.8%	+$204	0.02%	122
2021 Q4	$28K	Buy	+127	New	+$28.7K	0.02%	116

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

Kathleen S. Wright Associates's IWM Position: Q3 2025 in Review

Kathleen S. Wright Associates held its iShares Russell 2000 ETF (IWM) position steady in Q3 2025 at 131 shares worth $31.7K. The position accounts for 0.01% of the portfolio, ranked #168.

Kathleen S. Wright Associates first reported a position in IWM in Q4 2021 and has held it in 16 quarters since. The position peaked at $43K in Q4 2022. 2,429 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

Kathleen S. Wright Associates held 131 shares of iShares Russell 2000 ETF worth $31.7K as of Q3 2025.
Kathleen S. Wright Associates left its iShares Russell 2000 ETF share count unchanged in Q3 2025.
iShares Russell 2000 ETF made up 0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #168 holding.
Kathleen S. Wright Associates first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 16 quarters since.
Kathleen S. Wright Associates's iShares Russell 2000 ETF position peaked at $43K in Q4 2022.
2,429 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.