Sonora Investment Management Group’s iShares Russell 2000 ETF IWM Stock Holding History

Sonora Investment Management Group’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	$679K	Buy	2,808 +316	+13%	+$72.5K	0.05%	147
2025 Q2	$538K	Hold	2,492	–	–	0.04%	163
2025 Q1	$497K	Buy	2,492 +53	+2%	+$11.5K	0.04%	168
2024 Q4	$539K	Sell	2,439 -1	-0%	-$228	0.04%	162
2024 Q3	$539K	Sell	2,440 -278	-10%	-$59.5K	0.04%	168
2024 Q2	$572K	Hold	2,718	–	–	0.04%	168
2024 Q1	$572K	Buy	2,718 +595	+28%	+$119K	0.04%	168
2023 Q4	$426K	Sell	2,123 -7	-0.3%	-$1.25K	0.03%	177
2023 Q3	$376K	Buy	2,130 +8	+0.4%	+$1.5K	0.03%	182
2023 Q2	$397K	Hold	2,122	–	–	0.03%	176
2023 Q1	$379K	Buy	2,122 +82	+4%	+$15.1K	0.03%	183
2022 Q4	$356K	Buy	2,040 +258	+14%	+$45.9K	0.03%	188
2022 Q3	$302K	Hold	1,782	–	–	0.04%	154
2022 Q2	$302K	Buy	1,782 +72	+4%	+$13.3K	0.03%	187
2022 Q1	$351K	Hold	1,710	–	–	0.04%	155
2021 Q4	$380K	Buy	+1,710	New	+$386K	0.04%	153

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

Sonora Investment Management Group's IWM Position: Q3 2025 in Review

Sonora Investment Management Group increased its iShares Russell 2000 ETF (IWM) stake by 13% in Q3 2025, buying an estimated $72.5K and bringing the position to 2,808 shares worth $679K. The position accounts for 0.05% of the portfolio, ranked #147.

Sonora Investment Management Group first reported a position in IWM in Q4 2021 and has held it in 16 quarters since. 2,430 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

Sonora Investment Management Group held 2,808 shares of iShares Russell 2000 ETF worth $679K as of Q3 2025.
Sonora Investment Management Group bought 316 iShares Russell 2000 ETF shares in Q3 2025, an estimated $72.5K.
iShares Russell 2000 ETF made up 0.05% of Sonora Investment Management Group's portfolio in Q3 2025, its #147 holding.
Sonora Investment Management Group first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 16 quarters since.
2,430 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.