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Mid-American Wealth Advisory Group’s iShares Russell 2000 ETF IWM Stock Holding History

Mid-American Wealth Advisory Group’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
-49
Closed -$10.6K – 175
2025
Q2 		$10.6K Buy
+49
New +$9.86K 0.01% 168

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

Mid-American Wealth Advisory Group's IWM Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of iShares Russell 2000 ETF (IWM) in Q3 2025, closing a stake of 49 shares — an estimated $10.6K sold.

Mid-American Wealth Advisory Group first reported a position in IWM in Q2 2025 and held it in 1 quarter. The position peaked at $10.6K in Q2 2025. 2,429 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining iShares Russell 2000 ETF position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 49 iShares Russell 2000 ETF shares in Q3 2025, an estimated $10.6K.
  • Mid-American Wealth Advisory Group first reported a position in iShares Russell 2000 ETF in Q2 2025 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's iShares Russell 2000 ETF position peaked at $10.6K in Q2 2025.
  • 2,429 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.