RWM
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Ruedi Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Ruedi Wealth 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
Q2 		– Sell
-99
Closed -$19.8K – 193
2025
Q1 		$19.8K Hold
99
– – 0.01% 130
2024
Q4 		$21.9K Hold
99
– – 0.01% 123
2024
Q3 		$21.9K Hold
99
– – 0.01% 127
2024
Q2 		$20.1K Hold
99
– – 0.01% 125
2024
Q1 		$20.8K Buy
99
+83
+519% +$16.6K 0.01% 120
2023
Q4 		$3.21K Hold
16
– – ﹤0.01% 193
2023
Q3 		$2.83K Hold
16
– – ﹤0.01% 174
2023
Q2 		$3K Hold
16
– – ﹤0.01% 179
2023
Q1 		$2.85K Hold
16
– – ﹤0.01% 210
2022
Q4 		$2.79K Buy
+16
New +$2.85K ﹤0.01% 201

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Ruedi Wealth Management's IWM Position: Q2 2025 in Review

Ruedi Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2025, closing a stake of 99 shares — an estimated $19.8K sold.

Ruedi Wealth Management first reported a position in IWM in Q4 2022 and held it in 10 quarters. The position peaked at $21.9K in Q4 2024. 2,362 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

  • Ruedi Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 99 iShares Russell 2000 ETF shares in Q2 2025, an estimated $19.8K.
  • Ruedi Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2022 and held it in 10 quarters.
  • Ruedi Wealth Management's iShares Russell 2000 ETF position peaked at $21.9K in Q4 2024.
  • 2,362 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.