Shilanski & Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Shilanski & Associates’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	$230K	Hold	951	–	–	0.06%	99
2025 Q2	$205K	Buy	+951	New	+$191K	0.06%	103
2025 Q1	–	Sell	-989	Closed	-$219K	–	107
2024 Q4	$219K	Buy	989 +38	+4%	+$8.66K	0.07%	96
2024 Q3	$210K	Buy	+951	New	+$204K	0.07%	96
2024 Q2	–	Sell	-974	Closed	-$205K	–	111
2024 Q1	$205K	Buy	+974	New	+$194K	0.07%	99
2022 Q4	–	Sell	-1,737	Closed	-$286K	–	155
2022 Q3	$286K	Buy	+1,737	New	+$317K	0.1%	104
2022 Q1	–	Sell	-974	Closed	-$217K	–	134
2021 Q4	$217K	Hold	974	–	–	0.09%	105
2021 Q3	$213K	Hold	974	–	–	0.1%	103
2021 Q2	$223K	Buy	974 +8	+0.8%	+$1.8K	0.11%	96
2021 Q1	$213K	Buy	+966	New	+$211K	0.11%	95

Other funds holding IWM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Shilanski & Associates's IWM Position: Q3 2025 in Review

Shilanski & Associates held its iShares Russell 2000 ETF (IWM) position steady in Q3 2025 at 951 shares worth $230K. The position accounts for 0.06% of the portfolio, ranked #99.

Shilanski & Associates first reported a position in IWM in Q1 2021 and has held it in 10 quarters since. The position peaked at $286K in Q3 2022. 2,436 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

Shilanski & Associates held 951 shares of iShares Russell 2000 ETF worth $230K as of Q3 2025.
Shilanski & Associates left its iShares Russell 2000 ETF share count unchanged in Q3 2025.
iShares Russell 2000 ETF made up 0.06% of Shilanski & Associates's portfolio in Q3 2025, its #99 holding.
Shilanski & Associates first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 10 quarters since.
Shilanski & Associates's iShares Russell 2000 ETF position peaked at $286K in Q3 2022.
2,436 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on Shilanski & Associates's 13F filing for Q3 2025, filed 20 Oct 2025.