Motiv8 Investments’s iShares Russell 2000 ETF IWM Stock Holding History

Motiv8 Investments’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	$1.13M	Buy	4,587 +37	+0.8%	+$9.1K	0.62%	57
2025 Q3	$1.1M	Sell	4,550 -205	-4%	-$47K	0.59%	64
2025 Q2	$1.03M	Sell	4,755 -869	-15%	-$175K	0.63%	65
2025 Q1	$1.12M	Sell	5,624 -291	-5%	-$63.1K	0.74%	47
2024 Q4	$1.31M	Buy	5,915 +938	+19%	+$214K	0.92%	27
2024 Q3	$1.1M	Sell	4,977 -244	-5%	-$52.2K	0.74%	29
2024 Q2	$1.06M	Buy	5,221 +2,111	+68%	+$427K	0.79%	30
2024 Q1	$654K	Buy	3,110 +185	+6%	+$36.9K	0.51%	57
2023 Q4	$587K	Buy	+2,925	New	+$524K	0.52%	44

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Motiv8 Investments's IWM Position: Q4 2025 in Review

Motiv8 Investments increased its iShares Russell 2000 ETF (IWM) stake by 0.81% in Q4 2025, buying an estimated $9.1K and bringing the position to 4,587 shares worth $1.13M. The position accounts for 0.62% of the portfolio, ranked #57.

Motiv8 Investments first reported a position in IWM in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.31M in Q4 2024. 2,597 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

Motiv8 Investments held 4,587 shares of iShares Russell 2000 ETF worth $1.13M as of Q4 2025.
Motiv8 Investments bought 37 iShares Russell 2000 ETF shares in Q4 2025, an estimated $9.1K.
iShares Russell 2000 ETF made up 0.62% of Motiv8 Investments's portfolio in Q4 2025, its #57 holding.
Motiv8 Investments first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 9 quarters since.
Motiv8 Investments's iShares Russell 2000 ETF position peaked at $1.31M in Q4 2024.
2,597 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on Motiv8 Investments's 13F filing for Q4 2025, filed 13 Feb 2026.