RFP Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

RFP Financial Group’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	–	Sell	-2,320	Closed	-$514K	–	97
2025 Q3	$514K	Sell	2,320 -1	-0%	-$229	0.21%	62
2025 Q2	$501K	Sell	2,321 -27	-1%	-$5.43K	0.21%	61
2025 Q1	$468K	Hold	2,348	–	–	0.19%	71
2024 Q4	$519K	Hold	2,348	–	–	0.2%	64
2024 Q3	$519K	Hold	2,348	–	–	0.17%	66
2024 Q2	$476K	Sell	2,348 -844	-26%	-$171K	0.18%	67
2024 Q1	$671K	Sell	3,192 -15	-0.5%	-$2.99K	0.26%	52
2023 Q4	$644K	Buy	3,207 +100	+3%	+$17.9K	0.26%	50
2023 Q3	$549K	Hold	3,107	–	–	0.24%	53
2023 Q2	$582K	Sell	3,107 -423	-12%	-$75.4K	0.24%	54
2023 Q1	$630K	Hold	3,530	–	–	0.73%	22
2022 Q4	$615K	Buy	+3,530	New	+$628K	0.28%	50

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

RFP Financial Group's IWM Position: Q4 2025 in Review

RFP Financial Group sold out of iShares Russell 2000 ETF (IWM) in Q4 2025, closing a stake of 2,320 shares — an estimated $514K sold.

RFP Financial Group first reported a position in IWM in Q4 2022 and held it in 12 quarters. The position peaked at $671K in Q1 2024. 2,597 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

RFP Financial Group reported no remaining iShares Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
RFP Financial Group sold 2,320 iShares Russell 2000 ETF shares in Q4 2025, an estimated $514K.
RFP Financial Group first reported a position in iShares Russell 2000 ETF in Q4 2022 and held it in 12 quarters.
RFP Financial Group's iShares Russell 2000 ETF position peaked at $671K in Q1 2024.
2,597 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on RFP Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.