SWM
IWM icon

Stockman Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Stockman Wealth Management’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
-3,012
Closed -$650K – 180
2025
Q2 		$650K Buy
3,012
+197
+7% +$39.6K 0.09% 87
2025
Q1 		$562K Sell
2,815
-71
-2% -$15.4K 0.08% 93
2024
Q4 		$638K Buy
2,886
+207
+8% +$47.2K 0.1% 89
2024
Q3 		$592K Buy
2,679
+45
+2% +$9.63K 0.09% 91
2024
Q2 		$534K Sell
2,634
-20
-0.8% -$4.04K 0.09% 99
2024
Q1 		$558K Buy
2,654
+31
+1% +$6.18K 0.1% 94
2023
Q4 		$526K Buy
2,623
+30
+1% +$5.38K 0.11% 95
2023
Q3 		$458K Buy
2,593
+1,311
+102% +$246K 0.1% 105
2023
Q2 		$240K Sell
1,282
-97
-7% -$17.3K 0.05% 171
2023
Q1 		$246K Buy
1,379
+136
+11% +$25K 0.06% 179
2022
Q4 		$217K Buy
1,243
+24
+2% +$4.27K 0.05% 179
2022
Q3 		$201K Buy
+1,219
New +$222K 0.05% 175
2022
Q1 		– Sell
-1,150
Closed -$256K – 207
2021
Q4 		$256K Sell
1,150
-40
-3% -$9.04K 0.05% 179
2021
Q3 		$260K Buy
+1,190
New +$264K 0.06% 169
2021
Q2 		– Sell
-938
Closed -$207K – 200
2021
Q1 		$207K Sell
938
-169
-15% -$36.9K 0.06% 176
2020
Q4 		$217K Buy
+1,107
New +$194K 0.07% 168
2018
Q1 		– Sell
-4,412
Closed -$673K – 155
2017
Q4 		$673K Buy
+4,412
New +$663K 0.3% 70

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Stockman Wealth Management's IWM Position: Q3 2025 in Review

Stockman Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q3 2025, closing a stake of 3,012 shares — an estimated $650K sold.

Stockman Wealth Management first reported a position in IWM in Q4 2017 and held it in 17 quarters. The position peaked at $673K in Q4 2017. 2,430 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

  • Stockman Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q3 2025 after selling out during the quarter.
  • Stockman Wealth Management sold 3,012 iShares Russell 2000 ETF shares in Q3 2025, an estimated $650K.
  • Stockman Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2017 and held it in 17 quarters.
  • Stockman Wealth Management's iShares Russell 2000 ETF position peaked at $673K in Q4 2017.
  • 2,430 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on Stockman Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.