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Moloney Securities Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Moloney Securities 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 		$2.41M Sell
9,949
-275
-3% -$63.1K 0.29% 79
2025
Q2 		$2.21M Sell
10,224
-322
-3% -$64.8K 0.27% 83
2025
Q1 		$2.1M Buy
10,546
+27
+0.3% +$5.86K 0.28% 84
2024
Q4 		$2.32M Sell
10,519
-69
-0.7% -$15.7K 0.31% 79
2024
Q3 		$2.34M Sell
10,588
-866
-8% -$185K 0.31% 76
2024
Q2 		$2.32M Sell
11,454
-142
-1% -$28.7K 0.34% 72
2024
Q1 		$2.44M Sell
11,596
-109
-0.9% -$21.7K 0.37% 72
2023
Q4 		$2.35M Buy
11,705
+985
+9% +$176K 0.37% 69
2023
Q3 		$1.89M Sell
10,720
-9
-0.1% -$1.69K 0.34% 71
2023
Q2 		$2.01M Sell
10,729
-64
-0.6% -$11.4K 0.36% 65
2023
Q1 		$1.93M Buy
10,793
+236
+2% +$43.5K 0.36% 70
2022
Q4 		$1.84M Buy
10,557
+153
+1% +$27.2K 0.41% 64
2022
Q3 		$1.72M Buy
10,404
+356
+4% +$64.9K 0.42% 62
2022
Q2 		$1.7M Sell
10,048
-26
-0.3% -$4.79K 0.4% 71
2022
Q1 		$2.07M Sell
10,074
-601
-6% -$123K 0.4% 72
2021
Q4 		$2.38M Sell
10,675
-9,435
-47% -$2.13M 0.4% 59
2021
Q3 		$4.4M Sell
20,110
-4,135
-17% -$917K 0.8% 24
2021
Q2 		$5.56M Buy
24,245
+623
+3% +$140K 1.01% 17
2021
Q1 		$5.22M Buy
23,622
+1,095
+5% +$239K 1.03% 17
2020
Q4 		$4.42M Buy
22,527
+10,827
+93% +$1.89M 0.98% 21
2020
Q3 		$1.75M Buy
11,700
+139
+1% +$20.9K 0.46% 65
2020
Q2 		$1.66M Sell
11,561
-784
-6% -$103K 0.48% 71
2020
Q1 		$1.41M Buy
12,345
+67
+0.5% +$9.99K 0.51% 67
2019
Q4 		$2.03M Sell
12,278
-717
-6% -$113K 0.63% 41
2019
Q3 		$1.97M Sell
12,995
-799
-6% -$122K 0.66% 43
2019
Q2 		$2.15M Buy
13,794
+72
+0.5% +$11.1K 0.72% 35
2019
Q1 		$2.1M Buy
13,722
+281
+2% +$42.2K 0.73% 32
2018
Q4 		$1.8M Buy
13,441
+40
+0.3% +$5.97K 0.74% 33
2018
Q3 		$2.26M Buy
13,401
+24
+0.2% +$4.05K 0.78% 30
2018
Q2 		$2.19M Buy
13,377
+268
+2% +$42.9K 0.83% 27
2018
Q1 		$1.99M Buy
13,109
+182
+1% +$28.1K 0.81% 26
2017
Q4 		$1.97M Buy
12,927
+1,088
+9% +$163K 0.83% 26
2017
Q3 		$1.75M Sell
11,839
-138
-1% -$19.4K 0.78% 30
2017
Q2 		$1.69M Sell
11,977
-35
-0.3% -$4.84K 0.84% 27
2017
Q1 		$1.65M Buy
12,012
+1,421
+13% +$194K 0.85% 28
2016
Q4 		$1.43M Buy
+10,591
New +$1.35M 0.86% 29

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

Moloney Securities Asset Management's IWM Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its iShares Russell 2000 ETF (IWM) stake by 2.7% in Q3 2025, selling an estimated $63.1K and leaving 9,949 shares worth $2.41M. The position accounts for 0.29% of the portfolio, ranked #79.

Moloney Securities Asset Management first reported a position in IWM in Q4 2016 and has held it in 36 quarters since. The position peaked at $5.56M in Q2 2021. 2,429 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

  • Moloney Securities Asset Management held 9,949 shares of iShares Russell 2000 ETF worth $2.41M as of Q3 2025.
  • Moloney Securities Asset Management sold 275 iShares Russell 2000 ETF shares in Q3 2025, an estimated $63.1K.
  • iShares Russell 2000 ETF made up 0.29% of Moloney Securities Asset Management's portfolio in Q3 2025, its #79 holding.
  • Moloney Securities Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 36 quarters since.
  • Moloney Securities Asset Management's iShares Russell 2000 ETF position peaked at $5.56M in Q2 2021.
  • 2,429 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

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