Lowe Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Lowe Wealth 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	$109K	Hold	449	–	–	0.04%	91
2025 Q2	$96.8K	Hold	449	–	–	0.04%	91
2025 Q1	$89.5K	Sell	449 -7	-2%	-$1.52K	0.04%	95
2024 Q4	$101K	Buy	456 +431	+1,724%	+$98.3K	0.04%	86
2024 Q3	$5.52K	Sell	25 -20	-44%	-$4.28K	﹤0.01%	252
2024 Q2	$9.13K	Sell	45 -4	-8%	-$808	﹤0.01%	228
2024 Q1	$10.3K	Hold	49	–	–	﹤0.01%	211
2023 Q4	$9.84K	Sell	49 -100	-67%	-$17.9K	﹤0.01%	211
2023 Q3	$26.3K	Sell	149 -1,688	-92%	-$317K	0.01%	138
2023 Q2	$344K	Buy	1,837 +1,639	+828%	+$292K	0.17%	36
2023 Q1	$35.3K	Buy	198 +40	+25%	+$7.37K	0.02%	122
2022 Q4	$27.5K	Hold	158	–	–	0.02%	138
2022 Q3	$26K	Hold	158	–	–	0.02%	134
2022 Q2	$27K	Hold	158	–	–	0.01%	123
2022 Q1	$32K	Sell	158 -575	-78%	-$117K	0.01%	125
2021 Q4	$163K	Buy	733 +540	+280%	+$122K	0.07%	51
2021 Q3	$42K	Hold	193	–	–	0.02%	101
2021 Q2	$44K	Hold	193	–	–	0.02%	97
2021 Q1	$43K	Hold	193	–	–	0.02%	95
2020 Q4	$38K	Hold	193	–	–	0.02%	98
2020 Q3	$29K	Sell	193 -15	-7%	-$2.26K	0.02%	95
2020 Q2	$30K	Sell	208 -5,520	-96%	-$724K	0.02%	92
2020 Q1	$656K	Buy	5,728 +5,660	+8,324%	+$844K	0.46%	19
2019 Q4	$11K	Hold	68	–	–	0.01%	158
2019 Q3	$10K	Sell	68 -260	-79%	-$39.7K	0.01%	156
2019 Q2	$51K	Sell	328 -567	-63%	-$87.4K	0.03%	62
2019 Q1	$137K	Hold	895	–	–	0.08%	38
2018 Q4	$120K	Hold	895	–	–	0.08%	38
2018 Q3	$151K	Hold	895	–	–	0.09%	38
2018 Q2	$147K	Buy	895 +30	+3%	+$4.8K	0.09%	38
2018 Q1	$131K	Hold	865	–	–	0.08%	42
2017 Q4	$132K	Hold	865	–	–	0.08%	43
2017 Q3	$128K	Sell	865 -25	-3%	-$3.52K	0.08%	42
2017 Q2	$125K	Buy	890 +30	+3%	+$4.15K	0.08%	41
2017 Q1	$118K	Buy	860 +135	+19%	+$18.4K	0.08%	41
2016 Q4	$98K	Buy	725 +110	+18%	+$14.1K	0.07%	43
2016 Q3	$76K	Sell	615 -13,915	-96%	-$1.69M	0.05%	49
2016 Q2	$1.67M	Sell	14,530 -44	-0.3%	-$4.96K	1.12%	20
2016 Q1	$1.61M	Sell	14,574 -409	-3%	-$42.3K	1.11%	20
2015 Q4	$1.69M	Buy	14,983 +836	+6%	+$96.4K	1.15%	18
2015 Q3	$1.54M	Sell	14,147 -80	-0.6%	-$9.48K	1.17%	16
2015 Q2	$1.78M	Buy	14,227 +355	+3%	+$44.3K	1.2%	17
2015 Q1	$1.73M	Buy	13,872 +1,240	+10%	+$149K	1.17%	18
2014 Q4	$1.51M	Buy	+12,632	New	+$1.44M	1.08%	17

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

Lowe Wealth Advisors's IWM Position: Q3 2025 in Review

Lowe Wealth Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q3 2025 at 449 shares worth $109K. The position accounts for 0.04% of the portfolio, ranked #91.

Lowe Wealth Advisors first reported a position in IWM in Q4 2014 and has held it in 44 quarters since. The position peaked at $1.78M in Q2 2015. 2,430 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

Lowe Wealth Advisors held 449 shares of iShares Russell 2000 ETF worth $109K as of Q3 2025.
Lowe Wealth Advisors left its iShares Russell 2000 ETF share count unchanged in Q3 2025.
iShares Russell 2000 ETF made up 0.04% of Lowe Wealth Advisors's portfolio in Q3 2025, its #91 holding.
Lowe Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2014 and has held it in 44 quarters since.
Lowe Wealth Advisors's iShares Russell 2000 ETF position peaked at $1.78M in Q2 2015.
2,430 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.