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SFI Advisors’s iShares Russell 2000 BuyWrite ETF IWMW Stock Holding History

SFI Advisors’s Portfolio IWMW Stock Details IWMW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11,074
Closed -$452K – 69
2025
Q3 		$452K Sell
11,074
-745
-6% -$29.6K 0.29% 49
2025
Q2 		$468K Sell
11,819
-1,446
-11% -$55.5K 0.32% 45
2025
Q1 		$539K Buy
+13,265
New +$578K 0.4% 45

Other funds holding IWMW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

SFI Advisors's IWMW Position: Q4 2025 in Review

SFI Advisors sold out of iShares Russell 2000 BuyWrite ETF (IWMW) in Q4 2025, closing a stake of 11,074 shares — an estimated $452K sold.

SFI Advisors first reported a position in IWMW in Q1 2025 and held it in 3 quarters. The position peaked at $539K in Q1 2025. 9 funds tracked by Wall St. Rank hold IWMW as of Q4 2025.

  • SFI Advisors reported no remaining iShares Russell 2000 BuyWrite ETF position as of Q4 2025 after selling out during the quarter.
  • SFI Advisors sold 11,074 iShares Russell 2000 BuyWrite ETF shares in Q4 2025, an estimated $452K.
  • SFI Advisors first reported a position in iShares Russell 2000 BuyWrite ETF in Q1 2025 and held it in 3 quarters.
  • SFI Advisors's iShares Russell 2000 BuyWrite ETF position peaked at $539K in Q1 2025.
  • 9 funds tracked by Wall St. Rank held iShares Russell 2000 BuyWrite ETF as of Q4 2025.

Based on SFI Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.