Stuart Chaussee & Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Stuart Chaussee & Associates’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 Q4	–	Sell	-60	Closed	-$14.5K	–	72
2025 Q3	$14.5K	Hold	60	–	–	﹤0.01%	141
2025 Q2	$12.9K	Hold	60	–	–	﹤0.01%	141
2025 Q1	$12K	Hold	60	–	–	﹤0.01%	145
2024 Q4	$13.3K	Hold	60	–	–	﹤0.01%	134
2024 Q3	$13.3K	Hold	60	–	–	﹤0.01%	122
2024 Q2	$12.2K	Hold	60	–	–	﹤0.01%	122
2024 Q1	$12.6K	Hold	60	–	–	﹤0.01%	116
2023 Q4	$12K	Buy	+60	New	+$10.7K	﹤0.01%	109
2022 Q1	–	Sell	-30	Closed	-$7K	–	177
2021 Q4	$7K	Hold	30	–	–	﹤0.01%	140
2021 Q3	$7K	Hold	30	–	–	0.01%	119
2021 Q2	$7K	Buy	+30	New	+$6.75K	﹤0.01%	127
2017 Q1	–	Sell	-44,879	Closed	-$6.05M	–	81
2016 Q4	$6.05M	Buy	+44,879	New	+$5.74M	4.69%	6
2016 Q1	–	Sell	-101	Closed	-$11K	–	87
2015 Q4	$11K	Buy	+101	New	+$11.7K	0.01%	59

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Stuart Chaussee & Associates's IWM Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of iShares Russell 2000 ETF (IWM) in Q4 2025, closing a stake of 60 shares — an estimated $14.5K sold.

Stuart Chaussee & Associates first reported a position in IWM in Q4 2015 and held it in 13 quarters. The position peaked at $6.05M in Q4 2016. 2,601 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

Stuart Chaussee & Associates reported no remaining iShares Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
Stuart Chaussee & Associates sold 60 iShares Russell 2000 ETF shares in Q4 2025, an estimated $14.5K.
Stuart Chaussee & Associates first reported a position in iShares Russell 2000 ETF in Q4 2015 and held it in 13 quarters.
Stuart Chaussee & Associates's iShares Russell 2000 ETF position peaked at $6.05M in Q4 2016.
2,601 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.