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

Logan Stone Capital’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 Q2	–	Sell	-3,431	Closed	-$684K	–	90
2025 Q1	$684K	Sell	3,431 -5,734	-63%	-$1.24M	0.32%	49
2024 Q4	$2.03M	Buy	+9,165	New	+$2.09M	0.68%	24
2022 Q3	–	Sell	-2,962	Closed	-$502K	–	156
2022 Q2	$502K	Buy	+2,962	New	+$546K	0.37%	64
2022 Q1	–	Sell	-1,262	Closed	-$281K	–	145
2021 Q4	$281K	Buy	+1,262	New	+$285K	0.28%	68

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Logan Stone Capital's IWM Position: Q2 2025 in Review

Logan Stone Capital sold out of iShares Russell 2000 ETF (IWM) in Q2 2025, closing a stake of 3,431 shares — an estimated $684K sold.

Logan Stone Capital first reported a position in IWM in Q4 2021 and held it in 4 quarters. The position peaked at $2.03M in Q4 2024. 2,362 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

Logan Stone Capital reported no remaining iShares Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
Logan Stone Capital sold 3,431 iShares Russell 2000 ETF shares in Q2 2025, an estimated $684K.
Logan Stone Capital first reported a position in iShares Russell 2000 ETF in Q4 2021 and held it in 4 quarters.
Logan Stone Capital's iShares Russell 2000 ETF position peaked at $2.03M in Q4 2024.
2,362 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Logan Stone Capital's 13F filing for Q2 2025, filed 14 Aug 2025.