Murray Stahl’s iShares Russell 2000 ETF IWM Stock Holding History

Murray Stahl’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 Q2	–	Sell	-2,960	Closed	-$590K	–	354
2025 Q1	$590K	Buy	+2,960	New	+$642K	0.01%	219

Other funds holding IWM

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Murray Stahl's IWM Position: Q2 2025 in Review

Murray Stahl sold out of iShares Russell 2000 ETF (IWM) in Q2 2025, closing a stake of 2,960 shares — an estimated $590K sold.

Murray Stahl first reported a position in IWM in Q1 2025 and held it in 1 quarter. The position peaked at $590K in Q1 2025. 2,367 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

Murray Stahl reported no remaining iShares Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
Murray Stahl sold 2,960 iShares Russell 2000 ETF shares in Q2 2025, an estimated $590K.
Murray Stahl first reported a position in iShares Russell 2000 ETF in Q1 2025 and held it in 1 quarter.
Murray Stahl's iShares Russell 2000 ETF position peaked at $590K in Q1 2025.
2,367 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Horizon Kinetics Asset Management's 13F filing for Q2 2025, filed 12 Aug 2025.