SAF
IWM icon

Smith Anglin Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Smith Anglin Financial’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 		$598K Buy
2,772
+7
+0.3% +$1.41K 0.05% 111
2025
Q1 		$552K Sell
2,765
-355
-11% -$77K 0.06% 111
2024
Q4 		$689K Buy
3,120
+9
+0.3% +$2.05K 0.06% 97
2024
Q3 		$687K Sell
3,111
-162
-5% -$34.7K 0.07% 96
2024
Q2 		$664K Buy
3,273
+329
+11% +$66.5K 0.07% 87
2024
Q1 		$619K Buy
2,944
+181
+7% +$36.1K 0.06% 99
2023
Q4 		$555K Buy
2,763
+189
+7% +$33.9K 0.06% 96
2023
Q3 		$455K Hold
2,574
– – 0.06% 102
2023
Q2 		$482K Sell
2,574
-49
-2% -$8.74K 0.06% 96
2023
Q1 		$468K Sell
2,623
-141
-5% -$26K 0.07% 99
2022
Q4 		$482K Buy
2,764
+113
+4% +$20.1K 0.09% 82
2022
Q3 		$437K Sell
2,651
-2,558
-49% -$467K 0.09% 84
2022
Q2 		$882K Sell
5,209
-257
-5% -$47.4K 0.26% 48
2022
Q1 		$1.12M Buy
5,466
+2,569
+89% +$524K 0.26% 45
2021
Q4 		$644K Buy
2,897
+18
+0.6% +$4.07K 0.11% 76
2021
Q3 		$630K Sell
2,879
-83
-3% -$18.4K 0.12% 74
2021
Q2 		$679K Buy
2,962
+562
+23% +$126K 0.13% 71
2021
Q1 		$530K Hold
2,400
– – 0.11% 75
2020
Q4 		$471K Buy
+2,400
New +$420K 0.08% 77

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

Smith Anglin Financial's IWM Position: Q2 2025 in Review

Smith Anglin Financial increased its iShares Russell 2000 ETF (IWM) stake by 0.25% in Q2 2025, buying an estimated $1.41K and bringing the position to 2,772 shares worth $598K. The position accounts for 0.05% of the portfolio, ranked #111.

Smith Anglin Financial first reported a position in IWM in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.12M in Q1 2022. 2,367 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

  • Smith Anglin Financial held 2,772 shares of iShares Russell 2000 ETF worth $598K as of Q2 2025.
  • Smith Anglin Financial bought 7 iShares Russell 2000 ETF shares in Q2 2025, an estimated $1.41K.
  • iShares Russell 2000 ETF made up 0.05% of Smith Anglin Financial's portfolio in Q2 2025, its #111 holding.
  • Smith Anglin Financial first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 19 quarters since.
  • Smith Anglin Financial's iShares Russell 2000 ETF position peaked at $1.12M in Q1 2022.
  • 2,367 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.