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McDonald Partners’s iShares Russell 2000 ETF IWM Stock Holding History

McDonald Partners’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
-1,467
Closed -$355K – 221
2025
Q3 		$355K Sell
1,467
-3,560
-71% -$817K 0.11% 172
2025
Q2 		$1.09M Buy
5,027
+231
+5% +$46.5K 0.26% 110
2025
Q1 		$960K Buy
4,796
+430
+10% +$93.3K 0.25% 115
2024
Q4 		$965K Sell
4,366
-489
-10% -$111K 0.25% 110
2024
Q3 		$1.07M Buy
4,855
+2,584
+114% +$553K 0.27% 105
2024
Q2 		$461K Sell
2,271
-28
-1% -$5.66K 0.12% 168
2024
Q1 		$483K Buy
2,299
+102
+5% +$20.3K 0.13% 169
2023
Q4 		$441K Buy
2,197
+150
+7% +$26.9K 0.13% 171
2023
Q3 		$362K Buy
2,047
+26
+1% +$4.88K 0.12% 175
2023
Q2 		$378K Buy
2,021
+10
+0.5% +$1.78K 0.12% 179
2023
Q1 		$359K Sell
2,011
-152
-7% -$28K 0.12% 177
2022
Q4 		$377K Sell
2,163
-3
-0.1% -$534 0.13% 166
2022
Q3 		$357K Sell
2,166
-2,395
-53% -$437K 0.14% 163
2022
Q2 		$772K Buy
4,561
+193
+4% +$35.6K 0.2% 142
2022
Q1 		$897K Buy
4,368
+4,334
+12,747% +$884K 0.2% 139
2021
Q4 		$7.56K Sell
34
-3,195
-99% -$722K 0.01% 211
2021
Q3 		$706K Buy
3,229
+397
+14% +$88K 0.17% 158
2021
Q2 		$650K Sell
2,832
-96
-3% -$21.6K 0.15% 158
2021
Q1 		$647K Sell
2,928
-134
-4% -$29.3K 0.17% 151
2020
Q4 		$600K Buy
+3,062
New +$536K 0.17% 150

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

McDonald Partners's IWM Position: Q4 2025 in Review

McDonald Partners sold out of iShares Russell 2000 ETF (IWM) in Q4 2025, closing a stake of 1,467 shares — an estimated $355K sold.

McDonald Partners first reported a position in IWM in Q4 2020 and held it in 20 quarters. The position peaked at $1.09M in Q2 2025. 2,590 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

  • McDonald Partners reported no remaining iShares Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
  • McDonald Partners sold 1,467 iShares Russell 2000 ETF shares in Q4 2025, an estimated $355K.
  • McDonald Partners first reported a position in iShares Russell 2000 ETF in Q4 2020 and held it in 20 quarters.
  • McDonald Partners's iShares Russell 2000 ETF position peaked at $1.09M in Q2 2025.
  • 2,590 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on McDonald Partners's 13F filing for Q4 2025, filed 2 Feb 2026.