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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 – 804
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

ORG Partners's IWM Position: Q4 2025 in Review

ORG Partners increased its iShares Russell 2000 ETF (IWM) stake by 0.55% in Q4 2025, buying an estimated $2.95K and bringing the position to 2,175 shares worth $535K. The position accounts for 0.09% of the portfolio, ranked #189.

ORG Partners first reported a position in IWM in Q2 2023 and has held it in 10 quarters since. 2,601 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

  • ORG Partners held 2,175 shares of iShares Russell 2000 ETF worth $535K as of Q4 2025.
  • ORG Partners bought 12 iShares Russell 2000 ETF shares in Q4 2025, an estimated $2.95K.
  • iShares Russell 2000 ETF made up 0.09% of ORG Partners's portfolio in Q4 2025, its #189 holding.
  • ORG Partners first reported a position in iShares Russell 2000 ETF in Q2 2023 and has held it in 10 quarters since.
  • 2,601 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.