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Redmont Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Redmont Wealth 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
Q4 		$468K Hold
1,903
– – 0.71% 39
2025
Q3 		$460K Sell
1,903
-197
-9% -$45.2K 0.64% 45
2025
Q2 		$453K Hold
2,100
– – 0.66% 46
2025
Q1 		$419K Hold
2,100
– – 0.82% 29
2024
Q4 		$464K Buy
2,100
+12
+0.6% +$2.74K 0.8% 37
2024
Q3 		$461K Buy
2,088
+67
+3% +$14.3K 0.71% 44
2024
Q2 		$410K Buy
2,021
+197
+11% +$39.8K 0.64% 46
2024
Q1 		$384K Sell
1,824
-1,259
-41% -$251K 0.53% 50
2023
Q4 		$619K Buy
+3,083
New +$552K 0.9% 38
2023
Q1 		– Sell
-15,610
Closed -$2.72M – 92
2022
Q4 		$2.72M Sell
15,610
-3,034
-16% -$540K 3.19% 5
2022
Q3 		$3.08M Sell
18,644
-4,900
-21% -$894K 4% 5
2022
Q2 		$3.99M Sell
23,544
-19
-0.1% -$3.5K 4.83% 4
2022
Q1 		$4.84M Sell
23,563
-981
-4% -$200K 5.15% 3
2021
Q4 		$5.46M Buy
+24,544
New +$5.55M 5.84% 3

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

Redmont Wealth Advisors's IWM Position: Q4 2025 in Review

Redmont Wealth Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q4 2025 at 1,903 shares worth $468K. The position accounts for 0.71% of the portfolio, ranked #39.

Redmont Wealth Advisors first reported a position in IWM in Q4 2021 and has held it in 14 quarters since. The position peaked at $5.46M in Q4 2021. 2,591 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

  • Redmont Wealth Advisors held 1,903 shares of iShares Russell 2000 ETF worth $468K as of Q4 2025.
  • Redmont Wealth Advisors left its iShares Russell 2000 ETF share count unchanged in Q4 2025.
  • iShares Russell 2000 ETF made up 0.71% of Redmont Wealth Advisors's portfolio in Q4 2025, its #39 holding.
  • Redmont Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 14 quarters since.
  • Redmont Wealth Advisors's iShares Russell 2000 ETF position peaked at $5.46M in Q4 2021.
  • 2,591 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.