L2 Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

L2 Asset 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	-112,000	Closed	-$66.1K	–	375
2025 Q2	$66.1K	Buy	112,000 +111,630	+30,170%	+$22.5M	0.01%	360
2025 Q1	$606K	Buy	+370	New	+$80.3K	0.12%	131
2021 Q3	–	Sell	-28,200	Closed	-$163K	–	75
2021 Q2	$163K	Buy	+28,200	New	+$6.34M	0.15%	93

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

L2 Asset Management's IWM Position: Q4 2021 in Review

L2 Asset Management sold out of iShares Russell 2000 ETF (IWM) in Q4 2021, closing a stake of 7,500 shares — an estimated $1.64M sold.

L2 Asset Management first reported a position in IWM in Q3 2021 and held it in 1 quarter. The position peaked at $1.64M in Q3 2021. 2,034 funds tracked by Wall St. Rank hold IWM as of Q4 2021.

L2 Asset Management reported no remaining iShares Russell 2000 ETF position as of Q4 2021 after selling out during the quarter.
L2 Asset Management sold 7,500 iShares Russell 2000 ETF shares in Q4 2021, an estimated $1.64M.
L2 Asset Management first reported a position in iShares Russell 2000 ETF in Q3 2021 and held it in 1 quarter.
L2 Asset Management's iShares Russell 2000 ETF position peaked at $1.64M in Q3 2021.
2,034 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2021.

Based on L2 Asset Management's 13F filing for Q4 2021, filed 10 Feb 2022.