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Riggs Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Riggs Asset 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
Q3 		– Sell
-873
Closed -$188K – 469
2025
Q2 		$188K Sell
873
-24,238
-97% -$4.88M 0.05% 104
2025
Q1 		$5.01M Sell
25,111
-25,653
-51% -$5.56M 1.43% 24
2024
Q4 		$11.2M Buy
50,764
+42,544
+518% +$9.7M 2.99% 7
2024
Q3 		$1.82M Buy
8,220
+5,700
+226% +$1.22M 0.5% 57
2024
Q2 		$511K Sell
2,520
-21,640
-90% -$4.37M 0.15% 69
2024
Q1 		$5.08M Buy
24,160
+20,713
+601% +$4.13M 1.48% 29
2023
Q4 		$692K Buy
+3,447
New +$618K 0.22% 69
2023
Q2 		– Sell
-1,232
Closed -$220K – 395
2023
Q1 		$220K Buy
1,232
+326
+36% +$60K 0.09% 89
2022
Q4 		$158K Buy
906
+894
+7,450% +$159K 0.07% 93
2022
Q3 		$2K Sell
12
-10
-45% -$1.82K ﹤0.01% 284
2022
Q2 		$4K Hold
22
– – ﹤0.01% 247
2022
Q1 		$5K Sell
22
-23,825
-100% -$4.86M ﹤0.01% 263
2021
Q4 		$5.3M Buy
23,847
+1,521
+7% +$344K 1.44% 32
2021
Q3 		$4.88M Sell
22,326
-15,685
-41% -$3.48M 1.47% 29
2021
Q2 		$8.72M Buy
38,011
+2,557
+7% +$575K 2.43% 11
2021
Q1 		$7.83M Buy
35,454
+213
+0.6% +$46.5K 2.37% 12
2020
Q4 		$6.91M Buy
+35,241
New +$6.17M 2.12% 18

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Riggs Asset Management's IWM Position: Q3 2025 in Review

Riggs Asset Management sold out of iShares Russell 2000 ETF (IWM) in Q3 2025, closing a stake of 873 shares — an estimated $188K sold.

Riggs Asset Management first reported a position in IWM in Q4 2020 and held it in 17 quarters. The position peaked at $11.2M in Q4 2024. 2,429 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

  • Riggs Asset Management reported no remaining iShares Russell 2000 ETF position as of Q3 2025 after selling out during the quarter.
  • Riggs Asset Management sold 873 iShares Russell 2000 ETF shares in Q3 2025, an estimated $188K.
  • Riggs Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2020 and held it in 17 quarters.
  • Riggs Asset Management's iShares Russell 2000 ETF position peaked at $11.2M in Q4 2024.
  • 2,429 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on Riggs Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.