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McCarthy & Cox’s iShares Russell 2000 ETF IWM Stock Holding History

McCarthy & Cox’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 		– Sell
-2,271
Closed -$549K – 49
2025
Q3 		$549K Sell
2,271
-118
-5% -$27.1K 0.13% 39
2025
Q2 		$516K Sell
2,389
-235
-9% -$47.3K 0.14% 39
2025
Q1 		$523K Buy
2,624
+134
+5% +$29.1K 0.23% 32
2024
Q4 		$550K Sell
2,490
-223
-8% -$50.8K 0.19% 33
2024
Q3 		$599K Buy
2,713
+227
+9% +$48.6K 0.23% 32
2024
Q2 		$504K Buy
2,486
+1
+0% +$202 0.19% 30
2024
Q1 		$523K Buy
+2,485
New +$496K 0.2% 31

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

McCarthy & Cox's IWM Position: Q4 2025 in Review

McCarthy & Cox sold out of iShares Russell 2000 ETF (IWM) in Q4 2025, closing a stake of 2,271 shares — an estimated $549K sold.

McCarthy & Cox first reported a position in IWM in Q1 2024 and held it in 7 quarters. The position peaked at $599K in Q3 2024. 2,590 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

  • McCarthy & Cox reported no remaining iShares Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
  • McCarthy & Cox sold 2,271 iShares Russell 2000 ETF shares in Q4 2025, an estimated $549K.
  • McCarthy & Cox first reported a position in iShares Russell 2000 ETF in Q1 2024 and held it in 7 quarters.
  • McCarthy & Cox's iShares Russell 2000 ETF position peaked at $599K in Q3 2024.
  • 2,590 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on McCarthy & Cox's 13F filing for Q4 2025, filed 23 Jan 2026.