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Processus Wealth & Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Processus Wealth & Capital Management’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
Q2 		– Sell
-17,392
Closed -$3.47M – 34
2025
Q1 		$3.47M Buy
17,392
+313
+2% +$67.9K 2.95% 11
2024
Q4 		$3.77M Buy
17,079
+241
+1% +$55K 3.01% 12
2024
Q3 		$3.72M Buy
+16,838
New +$3.6M 3.06% 10

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Processus Wealth & Capital Management's IWM Position: Q2 2025 in Review

Processus Wealth & Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2025, closing a stake of 17,392 shares — an estimated $3.47M sold.

Processus Wealth & Capital Management first reported a position in IWM in Q3 2024 and held it in 3 quarters. The position peaked at $3.77M in Q4 2024. 2,362 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

  • Processus Wealth & Capital Management reported no remaining iShares Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
  • Processus Wealth & Capital Management sold 17,392 iShares Russell 2000 ETF shares in Q2 2025, an estimated $3.47M.
  • Processus Wealth & Capital Management first reported a position in iShares Russell 2000 ETF in Q3 2024 and held it in 3 quarters.
  • Processus Wealth & Capital Management's iShares Russell 2000 ETF position peaked at $3.77M in Q4 2024.
  • 2,362 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Processus Wealth & Capital Management's 13F filing for Q2 2025, filed 16 Jul 2025.