Lion Street Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Lion Street Advisors’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	$1.29M	Buy	5,647 +4,053	+254%	+$930K	0.45%	37
2025 Q2	$344K	Sell	1,594 -198	-11%	-$39.8K	0.1%	199
2025 Q1	$358K	Sell	1,792 -1,305	-42%	-$283K	0.11%	185
2024 Q4	$685K	Sell	3,097 -80	-3%	-$18.2K	0.22%	101
2024 Q3	$702K	Buy	3,177 +1,250	+65%	+$267K	0.24%	93
2024 Q2	$391K	Buy	1,927 +526	+38%	+$106K	0.14%	153
2024 Q1	$281K	Hold	1,401	–	–	0.11%	187
2023 Q4	$281K	Sell	1,401 -3,047	-69%	-$546K	0.12%	187
2023 Q3	$786K	Sell	4,448 -1,226	-22%	-$230K	0.26%	77
2023 Q2	$1.29M	Buy	5,674 +1,064	+23%	+$190K	0.44%	38
2023 Q1	$823K	Buy	+4,610	New	+$849K	0.25%	74

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Lion Street Advisors's IWM Position: Q3 2025 in Review

Lion Street Advisors increased its iShares Russell 2000 ETF (IWM) stake by 254% in Q3 2025, buying an estimated $930K and bringing the position to 5,647 shares worth $1.29M. The position accounts for 0.45% of the portfolio, ranked #37.

Lion Street Advisors first reported a position in IWM in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.29M in Q2 2023. 2,436 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

Lion Street Advisors held 5,647 shares of iShares Russell 2000 ETF worth $1.29M as of Q3 2025.
Lion Street Advisors bought 4,053 iShares Russell 2000 ETF shares in Q3 2025, an estimated $930K.
iShares Russell 2000 ETF made up 0.45% of Lion Street Advisors's portfolio in Q3 2025, its #37 holding.
Lion Street Advisors first reported a position in iShares Russell 2000 ETF in Q1 2023 and has held it in 11 quarters since.
Lion Street Advisors's iShares Russell 2000 ETF position peaked at $1.29M in Q2 2023.
2,436 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.