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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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Royce & Associates's IWM Position: Q3 2025 in Review

Royce & Associates sold out of iShares Russell 2000 ETF (IWM) in Q3 2025, closing a stake of 21,000 shares — an estimated $4.53M sold.

Royce & Associates first reported a position in IWM in Q2 2013 and held it in 6 quarters. The position peaked at $5.11M in Q2 2013. 2,436 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

  • Royce & Associates reported no remaining iShares Russell 2000 ETF position as of Q3 2025 after selling out during the quarter.
  • Royce & Associates sold 21,000 iShares Russell 2000 ETF shares in Q3 2025, an estimated $4.53M.
  • Royce & Associates first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 6 quarters.
  • Royce & Associates's iShares Russell 2000 ETF position peaked at $5.11M in Q2 2013.
  • 2,436 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on Royce & Associates's 13F filing for Q3 2025, filed 12 Nov 2025.