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Sender Company & Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Sender Company & Partners’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 		– Sell
-121,700
Closed -$29.4M – 274
2025
Q3 		$29.4M Buy
+121,700
New +$27.9M 3.22% 3

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Sender Company & Partners's IWM Position: Q3 2025 in Review

Sender Company & Partners sold out of iShares Russell 2000 ETF (IWM) in Q3 2025, closing a stake of 9,962 shares — an estimated $2.29M sold.

Sender Company & Partners first reported a position in IWM in Q4 2023 and held it in 3 quarters. The position peaked at $4.51M in Q4 2024. 2,429 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

  • Sender Company & Partners reported no remaining iShares Russell 2000 ETF position as of Q3 2025 after selling out during the quarter.
  • Sender Company & Partners sold 9,962 iShares Russell 2000 ETF shares in Q3 2025, an estimated $2.29M.
  • Sender Company & Partners first reported a position in iShares Russell 2000 ETF in Q4 2023 and held it in 3 quarters.
  • Sender Company & Partners's iShares Russell 2000 ETF position peaked at $4.51M in Q4 2024.
  • 2,429 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on Sender Company & Partners's 13F filing for Q3 2025, filed 17 Nov 2025.