L.M. Kohn & Company’s iShares Russell 2000 ETF IWM Stock Holding History

L.M. Kohn & Company’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	-7,625	Closed	-$1.65M	–	209
2025 Q2	$1.65M	Sell	7,625 -775	-9%	-$156K	0.44%	38
2025 Q1	$1.68M	Buy	8,400 +1,735	+26%	+$376K	0.44%	41
2024 Q4	$1.47M	Buy	6,665 +85	+1%	+$19.4K	0.38%	48
2024 Q3	$1.45M	Sell	6,580 -118	-2%	-$25.3K	0.37%	54
2024 Q2	$1.36M	Sell	6,698 -3,902	-37%	-$789K	0.37%	52
2024 Q1	$2.23M	Sell	10,600 -96	-0.9%	-$19.2K	0.63%	25
2023 Q4	$2.15M	Buy	10,696 +6,273	+142%	+$1.12M	0.69%	23
2023 Q3	$782K	Buy	4,423 +66	+2%	+$12.4K	0.29%	77
2023 Q2	$816K	Buy	4,357 +290	+7%	+$51.7K	0.31%	78
2023 Q1	$726K	Buy	4,067 +301	+8%	+$55.4K	0.3%	73
2022 Q4	$657K	Buy	3,766 +60	+2%	+$10.7K	0.31%	77
2022 Q3	$612K	Buy	3,706 +1,387	+60%	+$253K	0.3%	79
2022 Q2	$393K	Hold	2,319	–	–	0.18%	140
2022 Q1	$477K	Buy	+2,319	New	+$473K	0.18%	139

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

L.M. Kohn & Company's IWM Position: Q3 2025 in Review

L.M. Kohn & Company sold out of iShares Russell 2000 ETF (IWM) in Q3 2025, closing a stake of 7,625 shares — an estimated $1.65M sold.

L.M. Kohn & Company first reported a position in IWM in Q1 2022 and held it in 14 quarters. The position peaked at $2.23M in Q1 2024. 2,429 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

L.M. Kohn & Company reported no remaining iShares Russell 2000 ETF position as of Q3 2025 after selling out during the quarter.
L.M. Kohn & Company sold 7,625 iShares Russell 2000 ETF shares in Q3 2025, an estimated $1.65M.
L.M. Kohn & Company first reported a position in iShares Russell 2000 ETF in Q1 2022 and held it in 14 quarters.
L.M. Kohn & Company's iShares Russell 2000 ETF position peaked at $2.23M in Q1 2024.
2,429 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.