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Running Point Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Running Point Capital 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 		$333K Hold
1,354
– – 0.09% 107
2025
Q3 		$328K Buy
1,354
+1
+0.1% +$229 0.09% 106
2025
Q2 		$292K Hold
1,353
– – 0.08% 104
2025
Q1 		$270K Hold
1,353
– – 0.09% 101
2024
Q4 		$299K Buy
1,353
+1
+0.1% +$228 0.1% 87
2024
Q3 		$299K Buy
1,352
+139
+11% +$29.7K 0.12% 79
2024
Q2 		$246K Hold
1,213
– – 0.1% 84
2024
Q1 		$255K Sell
1,213
-77
-6% -$15.4K 0.11% 84
2023
Q4 		$259K Buy
1,290
+29
+2% +$5.2K 0.13% 85
2023
Q3 		$223K Hold
1,261
– – 0.13% 86
2023
Q2 		$236K Hold
1,261
– – 0.13% 85
2023
Q1 		$225K Hold
1,261
– – 0.14% 88
2022
Q4 		$220K Hold
1,261
– – 0.14% 97
2022
Q3 		$208K Sell
1,261
-2,673
-68% -$488K 0.14% 91
2022
Q2 		$666K Hold
3,934
– – 0.43% 36
2022
Q1 		$808K Buy
3,934
+2,720
+224% +$555K 0.47% 35
2021
Q4 		$270K Buy
1,214
+1,213
+121,300% +$274K 0.16% 64
2021
Q3 		$0 Hold
1
– – ﹤0.01% 170
2021
Q2 		$0 Hold
1
– – ﹤0.01% 156
2021
Q1 		$0 Hold
1
– – ﹤0.01% 139
2020
Q4 		$0 Buy
+1
New +$175 ﹤0.01% 125

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
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Running Point Capital Advisors's IWM Position: Q4 2025 in Review

Running Point Capital Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q4 2025 at 1,354 shares worth $333K. The position accounts for 0.09% of the portfolio, ranked #107.

Running Point Capital Advisors first reported a position in IWM in Q4 2020 and has held it in 21 quarters since. The position peaked at $808K in Q1 2022. 2,599 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

  • Running Point Capital Advisors held 1,354 shares of iShares Russell 2000 ETF worth $333K as of Q4 2025.
  • Running Point Capital Advisors left its iShares Russell 2000 ETF share count unchanged in Q4 2025.
  • iShares Russell 2000 ETF made up 0.09% of Running Point Capital Advisors's portfolio in Q4 2025, its #107 holding.
  • Running Point Capital Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 21 quarters since.
  • Running Point Capital Advisors's iShares Russell 2000 ETF position peaked at $808K in Q1 2022.
  • 2,599 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.