Semmax Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Semmax Financial 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 Q2	$43.8K	Buy	199 +1	+0.5%	+$201	0.01%	189
2025 Q1	$39.8K	Hold	198	–	–	0.01%	175
2024 Q4	$44.7K	Buy	198 +1	+0.5%	+$228	0.01%	163
2024 Q3	$46.8K	Buy	197 +1	+0.5%	+$214	0.01%	153
2024 Q2	$40.8K	Hold	196	–	–	0.01%	159
2024 Q1	$40.1K	Buy	196 +1	+0.5%	+$199	0.01%	155
2023 Q4	$38K	Hold	195	–	–	0.01%	156
2023 Q3	$32.9K	Buy	+195	New	+$36.6K	0.01%	139
2022 Q4	$36K	Hold	192	–	–	0.01%	126
2022 Q3	$34K	Buy	192 +1	+0.5%	+$182	0.01%	121
2022 Q2	$37K	Buy	191 +1	+0.5%	+$184	0.02%	123
2022 Q1	$39K	Hold	190	–	–	0.02%	138
2021 Q4	$42K	Buy	190 +1	+0.5%	+$226	0.02%	136
2021 Q3	$41K	Hold	189	–	–	0.01%	136
2021 Q2	$43K	Buy	189 +1	+0.5%	+$225	0.01%	133
2021 Q1	$42K	Hold	188	–	–	0.02%	130
2020 Q4	$37K	Buy	188 +1	+0.5%	+$175	0.02%	131
2020 Q3	$28K	Hold	187	–	–	0.01%	131
2020 Q2	$27K	Buy	+187	New	+$24.5K	0.01%	130
2020 Q1	–	Sell	-43	Closed	-$7K	–	290
2019 Q4	$7K	Buy	+43	New	+$6.8K	﹤0.01%	198

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Semmax Financial Advisors's IWM Position: Q2 2025 in Review

Semmax Financial Advisors increased its iShares Russell 2000 ETF (IWM) stake by 0.51% in Q2 2025, buying an estimated $201 and bringing the position to 199 shares worth $43.8K. The position accounts for 0.01% of the portfolio, ranked #189.

Semmax Financial Advisors first reported a position in IWM in Q4 2019 and has held it in 20 quarters since. The position peaked at $46.8K in Q3 2024. 2,368 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

Semmax Financial Advisors held 199 shares of iShares Russell 2000 ETF worth $43.8K as of Q2 2025.
Semmax Financial Advisors bought 1 iShares Russell 2000 ETF share in Q2 2025, an estimated $201.
iShares Russell 2000 ETF made up 0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #189 holding.
Semmax Financial Advisors first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 20 quarters since.
Semmax Financial Advisors's iShares Russell 2000 ETF position peaked at $46.8K in Q3 2024.
2,368 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.