Rovin Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Rovin Capital’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	$378K	Buy	1,537 +1	+0.1%	+$246	0.1%	144
2025 Q3	$372K	Buy	1,536 +25	+2%	+$5.74K	0.1%	147
2025 Q2	$326K	Sell	1,511 -78	-5%	-$15.7K	0.1%	153
2025 Q1	$317K	Sell	1,589 -113	-7%	-$24.5K	0.1%	147
2024 Q4	$376K	Buy	1,702 +106	+7%	+$24.2K	0.14%	120
2024 Q3	$353K	Buy	1,596 +1	+0.1%	+$214	0.13%	130
2024 Q2	$324K	Hold	1,595	–	–	0.14%	123
2024 Q1	$335K	Sell	1,595 -25	-2%	-$4.99K	0.14%	113
2023 Q4	$325K	Hold	1,620	–	–	0.15%	113
2023 Q3	$286K	Sell	1,620 -16	-1%	-$3K	0.13%	103
2023 Q2	$306K	Sell	1,636 -36	-2%	-$6.42K	0.14%	104
2023 Q1	$298K	Sell	1,672 -1,256	-43%	-$231K	0.14%	100
2022 Q4	$511K	Buy	+2,928	New	+$521K	0.25%	64

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

Rovin Capital's IWM Position: Q4 2025 in Review

Rovin Capital increased its iShares Russell 2000 ETF (IWM) stake by 0.07% in Q4 2025, buying an estimated $246 and bringing the position to 1,537 shares worth $378K. The position accounts for 0.1% of the portfolio, ranked #144.

Rovin Capital first reported a position in IWM in Q4 2022 and has held it in 13 quarters since. The position peaked at $511K in Q4 2022. 2,601 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

Rovin Capital held 1,537 shares of iShares Russell 2000 ETF worth $378K as of Q4 2025.
Rovin Capital bought 1 iShares Russell 2000 ETF share in Q4 2025, an estimated $246.
iShares Russell 2000 ETF made up 0.1% of Rovin Capital's portfolio in Q4 2025, its #144 holding.
Rovin Capital first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 13 quarters since.
Rovin Capital's iShares Russell 2000 ETF position peaked at $511K in Q4 2022.
2,601 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on Rovin Capital's 13F filing for Q4 2025, filed 9 Feb 2026.