Logan Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Logan Capital 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 Q4	–	Sell	-6	Closed	-$1.45K	–	384
2025 Q3	$1.45K	Hold	6	–	–	﹤0.01%	409
2025 Q2	$1.29K	Sell	6 -1,640	-100%	-$330K	﹤0.01%	406
2025 Q1	$328K	Hold	1,646	–	–	0.01%	262
2024 Q4	$364K	Buy	1,646 +6	+0.4%	+$1.37K	0.02%	262
2024 Q3	$362K	Hold	1,640	–	–	0.01%	265
2024 Q2	$333K	Hold	1,640	–	–	0.01%	264
2024 Q1	$345K	Hold	1,640	–	–	0.01%	266
2023 Q4	$329K	Hold	1,640	–	–	0.02%	267
2023 Q3	$290K	Hold	1,640	–	–	0.01%	266
2023 Q2	$307K	Hold	1,640	–	–	0.01%	261
2023 Q1	$293K	Sell	1,640 -81	-5%	-$14.9K	0.01%	274
2022 Q4	$300K	Hold	1,721	–	–	0.02%	271
2022 Q3	$284K	Hold	1,721	–	–	0.02%	264
2022 Q2	$292K	Hold	1,721	–	–	0.02%	267
2022 Q1	$353K	Hold	1,721	–	–	0.02%	266
2021 Q4	$383K	Hold	1,721	–	–	0.02%	267
2021 Q3	$376K	Hold	1,721	–	–	0.02%	265
2021 Q2	$395K	Buy	1,721 +81	+5%	+$18.2K	0.02%	260
2021 Q1	$362K	Hold	1,640	–	–	0.02%	256
2020 Q4	$322K	Hold	1,640	–	–	0.02%	283
2020 Q3	$246K	Hold	1,640	–	–	0.01%	344
2020 Q2	$235K	Buy	+1,640	New	+$215K	0.01%	279
2020 Q1	–	Sell	-3,238	Closed	-$536K	–	313
2019 Q4	$536K	Hold	3,238	–	–	0.03%	257
2019 Q3	$490K	Buy	3,238 +538	+20%	+$82.2K	0.03%	249
2019 Q2	$420K	Hold	2,700	–	–	0.02%	261
2019 Q1	$413K	Buy	+2,700	New	+$406K	0.03%	262
2018 Q4	–	Sell	-1,200	Closed	-$202K	–	284
2018 Q3	$202K	Buy	+1,200	New	+$203K	0.01%	287
2015 Q1	–	Sell	-8,400	Closed	-$1M	–	280
2014 Q4	$1M	Buy	+8,400	New	+$961K	0.07%	151

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Logan Capital Management's IWM Position: Q4 2025 in Review

Logan Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q4 2025, closing a stake of 6 shares — an estimated $1.45K sold.

Logan Capital Management first reported a position in IWM in Q4 2014 and held it in 28 quarters. The position peaked at $1M in Q4 2014. 2,590 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

Logan Capital Management reported no remaining iShares Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
Logan Capital Management sold 6 iShares Russell 2000 ETF shares in Q4 2025, an estimated $1.45K.
Logan Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2014 and held it in 28 quarters.
Logan Capital Management's iShares Russell 2000 ETF position peaked at $1M in Q4 2014.
2,590 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on Logan Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.