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

Main Street Research’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
Q1 		– Sell
-282,358
Closed -$62.4M – 115
2024
Q4 		$62.4M Buy
282,358
+7,788
+3% +$1.78M 3.89% 6
2024
Q3 		$60.6M Buy
274,570
+113,634
+71% +$24.3M 3.82% 4
2024
Q2 		$32.7M Sell
160,936
-144,488
-47% -$29.2M 2.15% 19
2024
Q1 		$64.2M Buy
305,424
+29,834
+11% +$5.95M 4.37% 2
2023
Q4 		$55.3M Buy
275,590
+96,587
+54% +$17.3M 4.44% 2
2023
Q3 		$31.8M Buy
+179,003
New +$33.6M 3.27% 7
2022
Q1 		– Sell
-215,323
Closed -$47.9M – 129
2021
Q4 		$47.9M Buy
215,323
+15,973
+8% +$3.61M 3.7% 5
2021
Q3 		$43.6M Buy
199,350
+15,487
+8% +$3.43M 3.82% 3
2021
Q2 		$42.2M Buy
183,863
+21,178
+13% +$4.76M 3.39% 3
2021
Q1 		$35.9M Buy
162,685
+24,277
+18% +$5.3M 3.38% 3
2020
Q4 		$27.1M Buy
+138,408
New +$24.2M 2.92% 6
2020
Q1 		– Sell
-8,777
Closed -$1.45M – 93
2019
Q4 		$1.45M Buy
8,777
+7,142
+437% +$1.13M 0.23% 44
2019
Q3 		$247K Buy
+1,635
New +$250K 0.05% 84
2018
Q4 		– Sell
-220,118
Closed -$37.1M – 93
2018
Q3 		$37.1M Buy
220,118
+199
+0.1% +$33.6K 5.33% 1
2018
Q2 		$36M Sell
219,919
-16,718
-7% -$2.67M 5.64% 1
2018
Q1 		$35.9M Sell
236,637
-13,354
-5% -$2.06M 5.69% 1
2017
Q4 		$38.1M Buy
249,991
+11,572
+5% +$1.74M 5.8% 1
2017
Q3 		$35.3M Sell
238,419
-1,655
-0.7% -$233K 5.7% 1
2017
Q2 		$33.8M Buy
240,074
+15,188
+7% +$2.1M 5.53% 1
2017
Q1 		$30.9M Buy
224,886
+222,290
+8,563% +$30.4M 5.41% 1
2016
Q4 		$350K Buy
+2,596
New +$332K 0.07% 85

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Main Street Research's IWM Position: Q1 2025 in Review

Main Street Research sold out of iShares Russell 2000 ETF (IWM) in Q1 2025, closing a stake of 282,358 shares — an estimated $62.4M sold.

Main Street Research first reported a position in IWM in Q4 2016 and held it in 21 quarters. The position peaked at $64.2M in Q1 2024. 2,359 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

  • Main Street Research reported no remaining iShares Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
  • Main Street Research sold 282,358 iShares Russell 2000 ETF shares in Q1 2025, an estimated $62.4M.
  • Main Street Research first reported a position in iShares Russell 2000 ETF in Q4 2016 and held it in 21 quarters.
  • Main Street Research's iShares Russell 2000 ETF position peaked at $64.2M in Q1 2024.
  • 2,359 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

Based on Main Street Research's 13F filing for Q1 2025, filed 30 Apr 2025.