Stephens Consulting’s iShares Russell 2000 ETF IWM Stock Holding History

Stephens Consulting’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	–	Sell	-335	Closed	-$72.3K	–	783
2025 Q2	$72.3K	Sell	335 -192	-36%	-$38.6K	0.02%	162
2025 Q1	$105K	Hold	527	–	–	0.03%	138
2024 Q4	$116K	Hold	527	–	–	0.03%	131
2024 Q3	$116K	Sell	527 -86	-14%	-$18.4K	0.03%	128
2024 Q2	$124K	Sell	613 -54	-8%	-$10.9K	0.04%	116
2024 Q1	$140K	Sell	667 -228	-25%	-$45.5K	0.04%	103
2023 Q4	$180K	Sell	895 -24	-3%	-$4.3K	0.06%	82
2023 Q3	$162K	Sell	919 -34	-4%	-$6.38K	0.07%	82
2023 Q2	$178K	Sell	953 -42	-4%	-$7.49K	0.07%	80
2023 Q1	$178K	Buy	995 +33	+3%	+$6.08K	0.11%	83
2022 Q4	$168K	Sell	962 -1,559	-62%	-$277K	0.11%	82
2022 Q3	$416K	Buy	2,521 +1,866	+285%	+$340K	0.37%	39
2022 Q2	$111K	Sell	655 -1	-0.2%	-$184	0.09%	93
2022 Q1	$135K	Buy	656 +2	+0.3%	+$408	0.11%	103
2021 Q4	$145K	Buy	+654	New	+$148K	0.12%	119

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

Stephens Consulting's IWM Position: Q3 2025 in Review

Stephens Consulting sold out of iShares Russell 2000 ETF (IWM) in Q3 2025, closing a stake of 335 shares — an estimated $72.3K sold.

Stephens Consulting first reported a position in IWM in Q4 2021 and held it in 15 quarters. The position peaked at $416K in Q3 2022. 2,429 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

Stephens Consulting reported no remaining iShares Russell 2000 ETF position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 335 iShares Russell 2000 ETF shares in Q3 2025, an estimated $72.3K.
Stephens Consulting first reported a position in iShares Russell 2000 ETF in Q4 2021 and held it in 15 quarters.
Stephens Consulting's iShares Russell 2000 ETF position peaked at $416K in Q3 2022.
2,429 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.