Siligmueller & Norvid Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Siligmueller & Norvid Wealth 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 Q3	$275K	Buy	+1,138	New	+$261K	0.12%	126

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

Siligmueller & Norvid Wealth Advisors's IWM Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in iShares Russell 2000 ETF (IWM) in Q3 2025: 1,138 shares worth $275K. The stake represents 0.12% of the portfolio and ranks #126 among its holdings.

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

Siligmueller & Norvid Wealth Advisors held 1,138 shares of iShares Russell 2000 ETF worth $275K as of Q3 2025.
iShares Russell 2000 ETF was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
iShares Russell 2000 ETF made up 0.12% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #126 holding.
2,429 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.