RA
IWM icon

Royce & Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Royce & Associates’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
-21,000
Closed -$4.53M – 806
2025
Q2 		$4.53M Buy
21,000
+1,300
+7% +$262K 0.05% 479
2025
Q1 		$3.93M Hold
19,700
– – 0.04% 481
2024
Q4 		$4.35M Hold
19,700
– – 0.04% 513
2024
Q3 		$4.35M Buy
+19,700
New +$4.22M 0.04% 502
2015
Q4 		– Sell
-100
Closed -$11K – 1147
2015
Q3 		$11K Buy
+100
New +$11.9K ﹤0.01% 1193
2013
Q3 		– Sell
-52,600
Closed -$5.11M – 1465
2013
Q2 		$5.11M Buy
+52,600
New +$5.02M 0.02% 840

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 $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return