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Sierra Summit Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Sierra Summit 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 		– Sell
-3,121
Closed -$623K – 198
2025
Q1 		$623K Sell
3,121
-56,848
-95% -$12.3M 0.13% 119
2024
Q4 		$13.3M Sell
59,969
-25,904
-30% -$5.91M 2.66% 10
2024
Q3 		$19M Buy
85,873
+31,694
+58% +$6.78M 4.36% 3
2024
Q2 		$11M Sell
54,179
-1,059
-2% -$214K 2.73% 9
2024
Q1 		$11.6M Buy
55,238
+53,706
+3,506% +$10.7M 3.16% 5
2023
Q4 		$307K Buy
+1,532
New +$274K 0.09% 132

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Sierra Summit Advisors's IWM Position: Q2 2025 in Review

Sierra Summit Advisors sold out of iShares Russell 2000 ETF (IWM) in Q2 2025, closing a stake of 3,121 shares — an estimated $623K sold.

Sierra Summit Advisors first reported a position in IWM in Q4 2023 and held it in 6 quarters. The position peaked at $19M in Q3 2024. 2,367 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

  • Sierra Summit Advisors reported no remaining iShares Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
  • Sierra Summit Advisors sold 3,121 iShares Russell 2000 ETF shares in Q2 2025, an estimated $623K.
  • Sierra Summit Advisors first reported a position in iShares Russell 2000 ETF in Q4 2023 and held it in 6 quarters.
  • Sierra Summit Advisors's iShares Russell 2000 ETF position peaked at $19M in Q3 2024.
  • 2,367 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Sierra Summit Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.