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Optimum Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Optimum Investment Advisors’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 		$1.95M Sell
8,071
-597
-7% -$137K 0.77% 25
2025
Q2 		$1.87M Buy
8,668
+23
+0.3% +$4.63K 0.81% 21
2025
Q1 		$1.72M Sell
8,645
-155
-2% -$33.6K 0.81% 21
2024
Q4 		$1.94M Sell
8,800
-98
-1% -$22.3K 0.86% 19
2024
Q3 		$1.97M Buy
8,898
+999
+13% +$214K 0.85% 19
2024
Q2 		$1.6M Sell
7,899
-85
-1% -$17.2K 0.72% 22
2024
Q1 		$1.68M Buy
7,984
+563
+8% +$112K 0.77% 22
2023
Q4 		$1.49M Buy
7,421
+42
+0.6% +$7.52K 0.75% 25
2023
Q3 		$1.3M Buy
7,379
+93
+1% +$17.5K 0.67% 27
2023
Q2 		$1.36M Buy
7,286
+28
+0.4% +$4.99K 0.67% 24
2023
Q1 		$1.29M Buy
7,258
+451
+7% +$83K 0.68% 28
2022
Q4 		$1.19M Sell
6,807
-136
-2% -$24.2K 0.64% 30
2022
Q3 		$1.15M Sell
6,943
-22
-0.3% -$4.01K 0.62% 33
2022
Q2 		$1.18M Buy
6,965
+193
+3% +$35.6K 0.59% 38
2022
Q1 		$1.39M Buy
6,772
+68
+1% +$13.9K 0.59% 37
2021
Q4 		$1.49M Buy
6,704
+67
+1% +$15.1K 0.58% 35
2021
Q3 		$1.45M Sell
6,637
-227
-3% -$50.3K 0.61% 34
2021
Q2 		$1.57M Buy
6,864
+137
+2% +$30.8K 0.49% 46
2021
Q1 		$1.49M Buy
6,727
+240
+4% +$52.4K 0.43% 50
2020
Q4 		$1.27M Buy
6,487
+416
+7% +$72.8K 0.39% 56
2020
Q3 		$909K Buy
6,071
+45
+0.7% +$6.77K 0.31% 75
2020
Q2 		$863K Buy
6,026
+268
+5% +$35.2K 0.3% 75
2020
Q1 		$659K Sell
5,758
-2,686
-32% -$400K 0.27% 83
2019
Q4 		$1.4M Sell
8,444
-226
-3% -$35.7K 0.42% 53
2019
Q3 		$1.31M Buy
8,670
+346
+4% +$52.8K 0.41% 55
2019
Q2 		$1.29M Sell
8,324
-1,034
-11% -$159K 0.42% 59
2019
Q1 		$1.43M Sell
9,358
-2,278
-20% -$342K 0.47% 46
2018
Q4 		$1.56M Sell
11,636
-513
-4% -$76.5K 0.54% 38
2018
Q3 		$2.05M Sell
12,149
-595
-5% -$100K 0.57% 35
2018
Q2 		$2.09M Buy
12,744
+340
+3% +$54.4K 0.6% 31
2018
Q1 		$1.88M Buy
12,404
+1,151
+10% +$178K 0.55% 36
2017
Q4 		$1.72M Buy
11,253
+480
+4% +$72.1K 0.55% 45
2017
Q3 		$1.6M Buy
10,773
+87
+0.8% +$12.2K 0.53% 45
2017
Q2 		$1.51M Buy
10,686
+595
+6% +$82.3K 0.52% 48
2017
Q1 		$1.39M Buy
10,091
+1,179
+13% +$161K 0.49% 56
2016
Q4 		$1.2M Buy
8,912
+6,487
+268% +$829K 0.45% 63
2016
Q3 		$301K Buy
2,425
+380
+19% +$46.2K 0.11% 215
2016
Q2 		$235K Buy
2,045
+59
+3% +$6.66K 0.09% 240
2016
Q1 		$220K Buy
1,986
+1
+0.1% +$104 0.09% 243
2015
Q4 		$224K Sell
1,985
-613
-24% -$70.7K 0.09% 247
2015
Q3 		$284K Buy
+2,598
New +$308K 0.11% 208
2015
Q1 		$239K Hold
1,923
– – 0.08% 259
2014
Q4 		$230K Buy
1,923
+530
+38% +$60.6K 0.07% 248
2014
Q3 		$154K Sell
1,393
-400
-22% -$45.8K 0.05% 296
2014
Q2 		$213K Buy
1,793
+872
+95% +$99K 0.07% 248
2014
Q1 		$107K Hold
921
– – 0.04% 292
2013
Q4 		$106K Sell
921
-1,110
-55% -$123K 0.04% 288
2013
Q3 		$217K Buy
+2,031
New +$210K 0.09% 194

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

Optimum Investment Advisors's IWM Position: Q3 2025 in Review

Optimum Investment Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 6.9% in Q3 2025, selling an estimated $137K and leaving 8,071 shares worth $1.95M. The position accounts for 0.77% of the portfolio, ranked #25.

Optimum Investment Advisors first reported a position in IWM in Q3 2013 and has held it in 48 quarters since. The position peaked at $2.09M in Q2 2018. 2,430 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

  • Optimum Investment Advisors held 8,071 shares of iShares Russell 2000 ETF worth $1.95M as of Q3 2025.
  • Optimum Investment Advisors sold 597 iShares Russell 2000 ETF shares in Q3 2025, an estimated $137K.
  • iShares Russell 2000 ETF made up 0.77% of Optimum Investment Advisors's portfolio in Q3 2025, its #25 holding.
  • Optimum Investment Advisors first reported a position in iShares Russell 2000 ETF in Q3 2013 and has held it in 48 quarters since.
  • Optimum Investment Advisors's iShares Russell 2000 ETF position peaked at $2.09M in Q2 2018.
  • 2,430 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.