Maltin Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Maltin Wealth Management’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	-1,010	Closed	-$201K	–	131
2025 Q1	$201K	Sell	1,010 -14	-1%	-$3.04K	0.09%	127
2024 Q4	$226K	Sell	1,024 -62	-6%	-$14.1K	0.11%	121
2024 Q3	$240K	Buy	1,086 +2	+0.2%	+$428	0.12%	114
2024 Q2	$220K	Buy	1,084 +33	+3%	+$6.67K	0.12%	116
2024 Q1	$221K	Buy	1,051 +16	+2%	+$3.19K	0.12%	116
2023 Q4	$208K	Buy	+1,035	New	+$185K	0.13%	110
2022 Q2	–	Sell	-1,041	Closed	-$214K	–	121
2022 Q1	$214K	Sell	1,041 -37	-3%	-$7.55K	0.14%	109
2021 Q4	$240K	Sell	1,078 -2	-0.2%	-$452	0.14%	105
2021 Q3	$236K	Buy	1,080 +2	+0.2%	+$443	0.14%	99
2021 Q2	$247K	Buy	1,078 +1	+0.1%	+$225	0.15%	96
2021 Q1	$238K	Buy	1,077 +1	+0.1%	+$218	0.15%	96
2020 Q4	$211K	Buy	+1,076	New	+$188K	0.15%	90
2020 Q1	–	Sell	-1,319	Closed	-$219K	–	102
2019 Q4	$219K	Buy	+1,319	New	+$208K	0.14%	72

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Maltin Wealth Management's IWM Position: Q2 2025 in Review

Maltin Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2025, closing a stake of 1,010 shares — an estimated $201K sold.

Maltin Wealth Management first reported a position in IWM in Q4 2019 and held it in 13 quarters. The position peaked at $247K in Q2 2021. 2,368 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

Maltin Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
Maltin Wealth Management sold 1,010 iShares Russell 2000 ETF shares in Q2 2025, an estimated $201K.
Maltin Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2019 and held it in 13 quarters.
Maltin Wealth Management's iShares Russell 2000 ETF position peaked at $247K in Q2 2021.
2,368 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Maltin Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.