Koesten Hirschmann & Crabtree’s iShares Russell 2000 ETF IWM Stock Holding History

Koesten Hirschmann & Crabtree’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	-500	Closed	-$121K	–	137
2025 Q3	$121K	Hold	500	–	–	0.06%	56
2025 Q2	$108K	Hold	500	–	–	0.06%	56
2025 Q1	$99.7K	Hold	500	–	–	0.06%	56
2024 Q4	$110K	Hold	500	–	–	0.06%	55
2024 Q3	$110K	Hold	500	–	–	0.06%	54
2024 Q2	$105K	Hold	500	–	–	0.07%	58
2024 Q1	$105K	Hold	500	–	–	0.07%	58
2023 Q4	$100K	Hold	500	–	–	0.07%	50
2023 Q3	$88.4K	Hold	500	–	–	0.07%	40
2023 Q2	$93.6K	Sell	500 -42	-8%	-$7.49K	0.07%	41
2023 Q1	$96.7K	Buy	542 +42	+8%	+$7.73K	0.07%	42
2022 Q4	$87.2K	Buy	+500	New	+$88.9K	0.07%	42

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Koesten Hirschmann & Crabtree's IWM Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of iShares Russell 2000 ETF (IWM) in Q4 2025, closing a stake of 500 shares — an estimated $121K sold.

Koesten Hirschmann & Crabtree first reported a position in IWM in Q4 2022 and held it in 12 quarters. The position peaked at $121K in Q3 2025. 2,604 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

Koesten Hirschmann & Crabtree reported no remaining iShares Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 500 iShares Russell 2000 ETF shares in Q4 2025, an estimated $121K.
Koesten Hirschmann & Crabtree first reported a position in iShares Russell 2000 ETF in Q4 2022 and held it in 12 quarters.
Koesten Hirschmann & Crabtree's iShares Russell 2000 ETF position peaked at $121K in Q3 2025.
2,604 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.