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Pandora Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Pandora Wealth’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 		$478K Hold
1,942
– – 0.29% 47
2025
Q3 		$470K Hold
1,942
– – 0.28% 52
2025
Q2 		$419K Buy
1,942
+100
+5% +$20.1K 0.26% 58
2025
Q1 		$367K Buy
+1,842
New +$400K 0.24% 54

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

Pandora Wealth's IWM Position: Q4 2025 in Review

Pandora Wealth held its iShares Russell 2000 ETF (IWM) position steady in Q4 2025 at 1,942 shares worth $478K. The position accounts for 0.29% of the portfolio, ranked #47.

Pandora Wealth first reported a position in IWM in Q1 2025 and has held it in 4 quarters since. 2,590 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

  • Pandora Wealth held 1,942 shares of iShares Russell 2000 ETF worth $478K as of Q4 2025.
  • Pandora Wealth left its iShares Russell 2000 ETF share count unchanged in Q4 2025.
  • iShares Russell 2000 ETF made up 0.29% of Pandora Wealth's portfolio in Q4 2025, its #47 holding.
  • Pandora Wealth first reported a position in iShares Russell 2000 ETF in Q1 2025 and has held it in 4 quarters since.
  • 2,590 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on Pandora Wealth's 13F filing for Q4 2025, filed 4 Feb 2026.