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Oldfather Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History

Oldfather Financial Services’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 		$28.6M Sell
116,244
-825
-0.7% -$203K 8.52% 3
2025
Q3 		$28.3M Buy
117,069
+4,458
+4% +$1.02M 8.82% 3
2025
Q2 		$24.3M Buy
112,611
+4,222
+4% +$850K 8.35% 3
2025
Q1 		$21.6M Buy
108,389
+1,287
+1% +$279K 8.21% 3
2024
Q4 		$23.7M Sell
107,102
-459
-0.4% -$105K 9.02% 3
2024
Q3 		$23.8M Sell
107,561
-650
-0.6% -$139K 9.14% 3
2024
Q2 		$22M Buy
108,211
+154
+0.1% +$31.1K 9.01% 3
2024
Q1 		$22.7M Buy
108,057
+1,687
+2% +$337K 9.35% 3
2023
Q4 		$21.3M Buy
106,370
+3,032
+3% +$543K 9.51% 3
2023
Q3 		$18.3M Buy
103,338
+1,223
+1% +$230K 9.27% 3
2023
Q2 		$19.1M Buy
102,115
+1,094
+1% +$195K 9.35% 3
2023
Q1 		$18M Buy
101,021
+5,517
+6% +$1.02M 9.32% 3
2022
Q4 		$16.7M Sell
95,504
-689
-0.7% -$123K 9.49% 3
2022
Q3 		$15.9M Buy
96,193
+2,586
+3% +$472K 9.94% 3
2022
Q2 		$17.2M Buy
93,607
+1,232
+1% +$227K 9.8% 3
2022
Q1 		$17.6M Buy
92,375
+4,627
+5% +$944K 9.55% 3
2021
Q4 		$18.1M Buy
87,748
+4,618
+6% +$1.04M 9.51% 3
2021
Q3 		$19.9M Buy
83,130
+1,207
+1% +$268K 10.23% 3
2021
Q2 		$18.2M Buy
81,923
+1,284
+2% +$289K 9.97% 3
2021
Q1 		$17.9M Sell
80,639
-880
-1% -$192K 10.33% 3
2020
Q4 		$18.1M Sell
81,519
-1,529
-2% -$268K 10.72% 3
2020
Q3 		$13.4M Buy
83,048
+169
+0.2% +$25.4K 9.53% 3
2020
Q2 		$12.3M Buy
82,879
+361
+0.4% +$47.4K 9.57% 3
2020
Q1 		$10.5M Buy
82,518
+15,724
+24% +$2.34M 9.95% 3
2019
Q4 		$10.9M Buy
+66,794
New +$10.6M 10.17% 3

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

Oldfather Financial Services's IWM Position: Q4 2025 in Review

Oldfather Financial Services reduced its iShares Russell 2000 ETF (IWM) stake by 0.7% in Q4 2025, selling an estimated $203K and leaving 116,244 shares worth $28.6M. The position accounts for 8.52% of the portfolio, ranked #3.

Oldfather Financial Services first reported a position in IWM in Q4 2019 and has held it in 25 quarters since. 2,590 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

  • Oldfather Financial Services held 116,244 shares of iShares Russell 2000 ETF worth $28.6M as of Q4 2025.
  • Oldfather Financial Services sold 825 iShares Russell 2000 ETF shares in Q4 2025, an estimated $203K.
  • iShares Russell 2000 ETF made up 8.52% of Oldfather Financial Services's portfolio in Q4 2025, its #3 holding.
  • Oldfather Financial Services first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 25 quarters since.
  • 2,590 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.