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Strategic Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Strategic 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 		– Sell
-1,714
Closed -$370K – 186
2025
Q2 		$370K Sell
1,714
-1,211
-41% -$244K 0.07% 134
2025
Q1 		$584K Sell
2,925
-2,434
-45% -$528K 0.11% 125
2024
Q4 		$1.18M Buy
5,359
+216
+4% +$49.3K 0.21% 89
2024
Q3 		$1.14M Buy
5,143
+720
+16% +$154K 0.21% 92
2024
Q2 		$897K Buy
4,423
+1,197
+37% +$242K 0.17% 105
2024
Q1 		$678K Buy
+3,226
New +$644K 0.13% 121

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

Strategic Advisors's IWM Position: Q3 2025 in Review

Strategic Advisors sold out of iShares Russell 2000 ETF (IWM) in Q3 2025, closing a stake of 1,714 shares — an estimated $370K sold.

Strategic Advisors first reported a position in IWM in Q1 2024 and held it in 6 quarters. The position peaked at $1.18M in Q4 2024. 2,429 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

  • Strategic Advisors reported no remaining iShares Russell 2000 ETF position as of Q3 2025 after selling out during the quarter.
  • Strategic Advisors sold 1,714 iShares Russell 2000 ETF shares in Q3 2025, an estimated $370K.
  • Strategic Advisors first reported a position in iShares Russell 2000 ETF in Q1 2024 and held it in 6 quarters.
  • Strategic Advisors's iShares Russell 2000 ETF position peaked at $1.18M in Q4 2024.
  • 2,429 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on Strategic Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.