PSI Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

PSI 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 Q2	–	Sell	-141	Closed	-$28.1K	–	389
2025 Q1	$28.1K	Sell	141 -34	-19%	-$7.38K	0.01%	327
2024 Q4	$38.7K	Buy	175 +58	+50%	+$13.2K	0.01%	315
2024 Q3	$25.8K	Buy	117 +63	+117%	+$13.5K	0.01%	378
2024 Q2	$11K	Hold	54	–	–	﹤0.01%	498
2024 Q1	$11.4K	Hold	54	–	–	﹤0.01%	466
2023 Q4	$10.8K	Hold	54	–	–	﹤0.01%	505
2023 Q3	$9.54K	Sell	54 -25	-32%	-$4.69K	﹤0.01%	503
2023 Q2	$14.8K	Buy	79 +25	+46%	+$4.46K	0.01%	433
2023 Q1	$9.63K	Hold	54	–	–	﹤0.01%	438
2022 Q4	$9.41K	Hold	54	–	–	0.01%	437
2022 Q3	$9K	Hold	54	–	–	﹤0.01%	441
2022 Q2	$9K	Hold	54	–	–	﹤0.01%	481
2022 Q1	$11K	Sell	54 -10	-16%	-$2.04K	﹤0.01%	456
2021 Q4	$14K	Buy	64 +2	+3%	+$452	0.01%	453
2021 Q3	$14K	Buy	+62	New	+$13.7K	0.01%	445
2020 Q1	–	Sell	-519	Closed	-$85K	–	339
2019 Q4	$85K	Buy	+519	New	+$82K	0.05%	201

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

PSI Advisors's IWM Position: Q2 2025 in Review

PSI Advisors sold out of iShares Russell 2000 ETF (IWM) in Q2 2025, closing a stake of 141 shares — an estimated $28.1K sold.

PSI Advisors first reported a position in IWM in Q4 2019 and held it in 16 quarters. The position peaked at $85K in Q4 2019. 2,362 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

PSI Advisors reported no remaining iShares Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 141 iShares Russell 2000 ETF shares in Q2 2025, an estimated $28.1K.
PSI Advisors first reported a position in iShares Russell 2000 ETF in Q4 2019 and held it in 16 quarters.
PSI Advisors's iShares Russell 2000 ETF position peaked at $85K in Q4 2019.
2,362 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.