MAM
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MMA Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

MMA Asset 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
Q3 		– Sell
-1,066
Closed -$230K – 309
2025
Q2 		$230K Sell
1,066
-1,995
-65% -$401K 0.09% 153
2025
Q1 		$611K Buy
3,061
+162
+6% +$35.1K 0.26% 66
2024
Q4 		$641K Sell
2,899
-4,237
-59% -$966K 0.28% 61
2024
Q3 		$1.44M Buy
7,136
+3,336
+88% +$714K 0.38% 47
2024
Q2 		$771K Buy
3,800
+124
+3% +$25.1K 0.36% 52
2024
Q1 		$749K Sell
3,676
-21
-0.6% -$4.19K 0.35% 54
2023
Q4 		$742K Buy
3,697
+566
+18% +$101K 0.39% 51
2023
Q3 		$553K Buy
3,131
+525
+20% +$98.6K 0.32% 58
2023
Q2 		$488K Buy
2,606
+589
+29% +$105K 0.29% 66
2023
Q1 		$360K Buy
+2,017
New +$371K 0.26% 61
2021
Q1 		– Sell
-1,301
Closed -$255K – 91
2020
Q4 		$255K Buy
+1,301
New +$228K 0.25% 69

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

MMA Asset Management's IWM Position: Q3 2025 in Review

MMA Asset Management sold out of iShares Russell 2000 ETF (IWM) in Q3 2025, closing a stake of 1,066 shares — an estimated $230K sold.

MMA Asset Management first reported a position in IWM in Q4 2020 and held it in 11 quarters. The position peaked at $1.44M in Q3 2024. 2,437 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

  • MMA Asset Management reported no remaining iShares Russell 2000 ETF position as of Q3 2025 after selling out during the quarter.
  • MMA Asset Management sold 1,066 iShares Russell 2000 ETF shares in Q3 2025, an estimated $230K.
  • MMA Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2020 and held it in 11 quarters.
  • MMA Asset Management's iShares Russell 2000 ETF position peaked at $1.44M in Q3 2024.
  • 2,437 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on MMA Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.