M.D. Sass LLC’s iShares Russell 2000 ETF IWM Stock Holding History

M.D. Sass LLC’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
2014 Q4	–	Sell	-230,100	Closed	-$25.2M	–	59
2014 Q3	$25.2M	Buy	+230,100	New	+$26.3M	1.46%	34

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

M.D. Sass LLC's IWM Position: Q2 2025 in Review

M.D. Sass LLC sold out of iShares Russell 2000 ETF (IWM) in Q2 2025, closing a stake of 40,000 shares — an estimated $7.98M sold.

M.D. Sass LLC first reported a position in IWM in Q1 2025 and held it in 1 quarter. The position peaked at $7.98M in Q1 2025. 2,362 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

M.D. Sass LLC reported no remaining iShares Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
M.D. Sass LLC sold 40,000 iShares Russell 2000 ETF shares in Q2 2025, an estimated $7.98M.
M.D. Sass LLC first reported a position in iShares Russell 2000 ETF in Q1 2025 and held it in 1 quarter.
M.D. Sass LLC's iShares Russell 2000 ETF position peaked at $7.98M in Q1 2025.
2,362 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on M.D. Sass LLC's 13F filing for Q2 2025, filed 13 Aug 2025.