Significant Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Significant Wealth 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	-1,881	Closed	-$455K	–	86
2025 Q3	$455K	Sell	1,881 -247	-12%	-$56.7K	0.22%	46
2025 Q2	$459K	Sell	2,128 -295	-12%	-$59.4K	0.23%	36
2025 Q1	$483K	Sell	2,423 -192	-7%	-$41.6K	0.25%	33
2024 Q4	$578K	Buy	2,615 +756	+41%	+$172K	0.3%	19
2024 Q3	$411K	Buy	1,859 +100	+6%	+$21.4K	0.21%	39
2024 Q2	$357K	Buy	1,759 +146	+9%	+$29.5K	0.2%	38
2024 Q1	$339K	Buy	1,613 +4	+0.2%	+$798	0.22%	114
2023 Q4	$323K	Buy	+1,609	New	+$288K	0.24%	112

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Significant Wealth Partners's IWM Position: Q4 2025 in Review

Significant Wealth Partners sold out of iShares Russell 2000 ETF (IWM) in Q4 2025, closing a stake of 1,881 shares — an estimated $455K sold.

Significant Wealth Partners first reported a position in IWM in Q4 2023 and held it in 8 quarters. The position peaked at $578K in Q4 2024. 2,597 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

Significant Wealth Partners reported no remaining iShares Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
Significant Wealth Partners sold 1,881 iShares Russell 2000 ETF shares in Q4 2025, an estimated $455K.
Significant Wealth Partners first reported a position in iShares Russell 2000 ETF in Q4 2023 and held it in 8 quarters.
Significant Wealth Partners's iShares Russell 2000 ETF position peaked at $578K in Q4 2024.
2,597 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on Significant Wealth Partners's 13F filing for Q4 2025, filed 7 Jan 2026.