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

Rovida 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	–	Sell	-50,300	Closed	-$12.2M	–	6
2025 Q3	$12.2M	Hold	50,300	–	–	10.49%	3
2025 Q2	$10.9M	Hold	50,300	–	–	9.66%	4
2025 Q1	$10M	Buy	+50,300	New	+$10.9M	7.52%	7
2024 Q4	–	Sell	-90,000	Closed	-$19.9M	–	23
2024 Q3	$19.9M	Buy	+90,000	New	+$19.3M	6.26%	4
2018 Q3	–	Sell	-125,000	Closed	-$3.77M	–	33
2018 Q2	$3.77M	Buy	+125,000	New	+$20M	0.31%	30

Other funds holding IWM

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Rovida Advisors's IWM Position: Q4 2025 in Review

Rovida Advisors sold out of iShares Russell 2000 ETF (IWM) in Q4 2025, closing a stake of 50,300 shares — an estimated $12.2M sold.

Rovida Advisors first reported a position in IWM in Q2 2018 and held it in 5 quarters. The position peaked at $19.9M in Q3 2024. 2,590 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

Rovida Advisors reported no remaining iShares Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
Rovida Advisors sold 50,300 iShares Russell 2000 ETF shares in Q4 2025, an estimated $12.2M.
Rovida Advisors first reported a position in iShares Russell 2000 ETF in Q2 2018 and held it in 5 quarters.
Rovida Advisors's iShares Russell 2000 ETF position peaked at $19.9M in Q3 2024.
2,590 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on Rovida Advisors's 13F filing for Q4 2025.