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Main Street Financial Solutions’s iShares Russell 2000 ETF IWM Stock Holding History

Main Street Financial Solutions’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 		$260K Sell
1,057
-61
-5% -$15K 0.02% 461
2025
Q3 		$270K Sell
1,118
-9
-0.8% -$2.06K 0.02% 519
2025
Q2 		$243K Sell
1,127
-1,381
-55% -$278K 0.02% 493
2025
Q1 		$500K Sell
2,508
-62
-2% -$13.4K 0.04% 317
2024
Q4 		$568K Buy
2,570
+64
+3% +$14.6K 0.06% 262
2024
Q3 		$553K Buy
2,506
+463
+23% +$99.1K 0.05% 296
2024
Q2 		$414K Buy
2,043
+62
+3% +$12.5K 0.04% 353
2024
Q1 		$417K Sell
1,981
-78
-4% -$15.6K 0.04% 345
2023
Q4 		$413K Sell
2,059
-2,259
-52% -$405K 0.05% 296
2023
Q3 		$763K Sell
4,318
-2,074
-32% -$389K 0.11% 176
2023
Q2 		$1.2M Buy
6,392
+1,333
+26% +$238K 0.16% 128
2023
Q1 		$902K Buy
5,059
+181
+4% +$33.3K 0.13% 163
2022
Q4 		$850K Buy
4,878
+479
+11% +$85.2K 0.13% 159
2022
Q3 		$725K Buy
4,399
+32
+0.7% +$5.84K 0.12% 175
2022
Q2 		$740K Buy
4,367
+116
+3% +$21.4K 0.1% 187
2022
Q1 		$873K Buy
4,251
+93
+2% +$19K 0.13% 162
2021
Q4 		$925K Buy
4,158
+120
+3% +$27.1K 0.13% 158
2021
Q3 		$883K Buy
4,038
+139
+4% +$30.8K 0.14% 146
2021
Q2 		$894K Buy
3,899
+1
+0% +$225 0.14% 141
2021
Q1 		$861K Buy
3,898
+126
+3% +$27.5K 0.15% 146
2020
Q4 		$740K Buy
+3,772
New +$660K 0.15% 146

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Main Street Financial Solutions's IWM Position: Q4 2025 in Review

Main Street Financial Solutions reduced its iShares Russell 2000 ETF (IWM) stake by 5.5% in Q4 2025, selling an estimated $15K and leaving 1,057 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #461.

Main Street Financial Solutions first reported a position in IWM in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.2M in Q2 2023. 2,590 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

  • Main Street Financial Solutions held 1,057 shares of iShares Russell 2000 ETF worth $260K as of Q4 2025.
  • Main Street Financial Solutions sold 61 iShares Russell 2000 ETF shares in Q4 2025, an estimated $15K.
  • iShares Russell 2000 ETF made up 0.02% of Main Street Financial Solutions's portfolio in Q4 2025, its #461 holding.
  • Main Street Financial Solutions first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 21 quarters since.
  • Main Street Financial Solutions's iShares Russell 2000 ETF position peaked at $1.2M in Q2 2023.
  • 2,590 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.