Sheets Smith Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Sheets Smith Investment 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 Q3	$221K	Buy	+912	New	+$209K	0.14%	115

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Sheets Smith Investment Management's IWM Position: Q3 2025 in Review

Sheets Smith Investment Management opened a new position in iShares Russell 2000 ETF (IWM) in Q3 2025: 912 shares worth $221K. The stake represents 0.14% of the portfolio and ranks #115 among its holdings.

2,429 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

Sheets Smith Investment Management held 912 shares of iShares Russell 2000 ETF worth $221K as of Q3 2025.
iShares Russell 2000 ETF was a new Sheets Smith Investment Management position in Q3 2025.
iShares Russell 2000 ETF made up 0.14% of Sheets Smith Investment Management's portfolio in Q3 2025, its #115 holding.
2,429 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on Sheets Smith Investment Management's 13F filing for Q3 2025, filed 8 Oct 2025.