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My Personal CFO LLC’s iShares Russell 2000 ETF IWM Stock Holding History

My Personal CFO LLC’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 		– Sell
-9,668
Closed -$2.34M – 135
2025
Q3 		$2.34M Buy
+9,668
New +$2.22M 0.91% 34
2023
Q1 		– Sell
-579
Closed -$101K – 441
2022
Q4 		$101K Buy
+579
New +$103K 0.09% 88

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
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

My Personal CFO LLC's IWM Position: Q4 2025 in Review

My Personal CFO LLC sold out of iShares Russell 2000 ETF (IWM) in Q4 2025, closing a stake of 9,668 shares — an estimated $2.34M sold.

My Personal CFO LLC first reported a position in IWM in Q4 2022 and held it in 2 quarters. The position peaked at $2.34M in Q3 2025. 2,591 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

  • My Personal CFO LLC reported no remaining iShares Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
  • My Personal CFO LLC sold 9,668 iShares Russell 2000 ETF shares in Q4 2025, an estimated $2.34M.
  • My Personal CFO LLC first reported a position in iShares Russell 2000 ETF in Q4 2022 and held it in 2 quarters.
  • My Personal CFO LLC's iShares Russell 2000 ETF position peaked at $2.34M in Q3 2025.
  • 2,591 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on My Personal CFO LLC's 13F filing for Q4 2025, filed 15 Jan 2026.