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Ransom Advisory’s iShares Russell 2000 ETF IWM Stock Holding History

Ransom Advisory’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 		$475K Buy
+1,930
New +$474K 0.19% 87
2025
Q1 		– Sell
-2,000
Closed -$442K – 370
2024
Q4 		$442K Buy
2,000
+150
+8% +$34.2K 0.2% 89
2024
Q3 		$409K Buy
1,850
+250
+16% +$53.5K 0.19% 95
2024
Q2 		$325K Buy
1,600
+130
+9% +$26.3K 0.16% 103
2024
Q1 		$309K Buy
+1,470
New +$293K 0.16% 106

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

Ransom Advisory's IWM Position: Q4 2025 in Review

Ransom Advisory opened a new position in iShares Russell 2000 ETF (IWM) in Q4 2025: 1,930 shares worth $475K. The stake represents 0.19% of the portfolio and ranks #87 among its holdings. This is a return to the name: Ransom Advisory previously reported a position in IWM as recently as Q4 2024.

Ransom Advisory first reported a position in IWM in Q1 2024 and has held it in 5 quarters since. 2,591 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

  • Ransom Advisory held 1,930 shares of iShares Russell 2000 ETF worth $475K as of Q4 2025.
  • iShares Russell 2000 ETF was a new Ransom Advisory position in Q4 2025.
  • iShares Russell 2000 ETF made up 0.19% of Ransom Advisory's portfolio in Q4 2025, its #87 holding.
  • Ransom Advisory first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 5 quarters since.
  • 2,591 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.