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MB, Levis & Associates’s iShares Russell 2000 ETF IWM Stock Holding History

MB, Levis & Associates’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 		– Sell
-67
Closed -$14.5K – 277
2025
Q2 		$14.5K Hold
67
– – 0.01% 177
2025
Q1 		$13.4K Hold
67
– – 0.01% 177
2024
Q4 		$14.8K Hold
67
– – 0.01% 171
2024
Q3 		$14.8K Hold
67
– – 0.01% 176
2024
Q2 		$13.6K Hold
67
– – 0.01% 178
2024
Q1 		$14.1K Hold
67
– – 0.01% 173
2023
Q4 		$13.4K Hold
67
– – 0.01% 174
2023
Q3 		$11.8K Hold
67
– – 0.01% 182
2023
Q2 		$12.5K Hold
67
– – 0.01% 184
2023
Q1 		$12K Hold
67
– – 0.01% 188
2022
Q4 		$11.7K Buy
+67
New +$11.9K 0.01% 173

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

MB, Levis & Associates's IWM Position: Q3 2025 in Review

MB, Levis & Associates sold out of iShares Russell 2000 ETF (IWM) in Q3 2025, closing a stake of 67 shares — an estimated $14.5K sold.

MB, Levis & Associates first reported a position in IWM in Q4 2022 and held it in 11 quarters. The position peaked at $14.8K in Q4 2024. 2,429 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

  • MB, Levis & Associates reported no remaining iShares Russell 2000 ETF position as of Q3 2025 after selling out during the quarter.
  • MB, Levis & Associates sold 67 iShares Russell 2000 ETF shares in Q3 2025, an estimated $14.5K.
  • MB, Levis & Associates first reported a position in iShares Russell 2000 ETF in Q4 2022 and held it in 11 quarters.
  • MB, Levis & Associates's iShares Russell 2000 ETF position peaked at $14.8K in Q4 2024.
  • 2,429 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on MB, Levis & Associates's 13F filing for Q3 2025, filed 15 Oct 2025.