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Lockerman Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Lockerman Financial Group’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
-1,369
Closed -$331K – 104
2025
Q3 		$331K Hold
1,369
– – 0.42% 78
2025
Q2 		$295K Buy
+1,369
New +$275K 0.4% 88
2022
Q4 		– Sell
-15,129
Closed -$2.5M – 76
2022
Q3 		$2.5M Sell
15,129
-120
-0.8% -$21.9K 7.18% 2
2022
Q2 		$2.58M Buy
15,249
+7,448
+95% +$1.37M 8.25% 1
2022
Q1 		$1.6M Buy
+7,801
New +$1.59M 4.33% 5

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Lockerman Financial Group's IWM Position: Q4 2025 in Review

Lockerman Financial Group sold out of iShares Russell 2000 ETF (IWM) in Q4 2025, closing a stake of 1,369 shares — an estimated $331K sold.

Lockerman Financial Group first reported a position in IWM in Q1 2022 and held it in 5 quarters. The position peaked at $2.58M in Q2 2022. 2,599 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

  • Lockerman Financial Group reported no remaining iShares Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
  • Lockerman Financial Group sold 1,369 iShares Russell 2000 ETF shares in Q4 2025, an estimated $331K.
  • Lockerman Financial Group first reported a position in iShares Russell 2000 ETF in Q1 2022 and held it in 5 quarters.
  • Lockerman Financial Group's iShares Russell 2000 ETF position peaked at $2.58M in Q2 2022.
  • 2,599 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on Lockerman Financial Group's 13F filing for Q4 2025, filed 21 Jan 2026.