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ORG Partners’s iShares Russell 2000 ETF IWM Stock Holding History

ORG Partners’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 		$535K Buy
2,175
+12
+0.6% +$2.95K 0.09% 189
2025
Q3 		$523K Sell
2,163
-2
-0.1% -$459 0.1% 189
2025
Q2 		$472K Buy
2,165
+750
+53% +$151K 0.1% 182
2025
Q1 		$282K Buy
1,415
+800
+130% +$174K 0.07% 220
2024
Q4 		$136K Buy
615
+55
+10% +$12.5K 0.02% 378
2024
Q3 		$124K Buy
560
+14
+3% +$3K 0.02% 351
2024
Q2 		$110K Buy
+546
New +$110K 0.01% 566
2024
Q1 		– Sell
-920
Closed -$185K – 811
2023
Q4 		$185K Buy
920
+306
+50% +$54.8K 0.03% 304
2023
Q3 		$109K Sell
614
-140
-19% -$26.3K 0.03% 389
2023
Q2 		$141K Buy
+754
New +$134K 0.02% 439

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 $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $152B AUM 31.61% 1-Year Est. Return