Symmetry Investments’s iShares Russell 2000 ETF IWM Stock Holding History

Symmetry Investments’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	-23,718	Closed	-$5.12M	–	166
2025 Q2	$5.12M	Sell	23,718 -13,171	-36%	-$2.65M	0.35%	47
2025 Q1	$7.36M	Buy	36,889 +11,657	+46%	+$2.53M	0.51%	33
2024 Q4	$5.58M	Sell	25,232 -4,874	-16%	-$1.11M	0.29%	55
2024 Q3	$6.65M	Buy	+30,106	New	+$6.44M	0.93%	31
2024 Q1	–	Sell	-10,000	Closed	-$1.99M	–	222
2023 Q4	$2.01M	Sell	10,000 -55,664	-85%	-$9.97M	0.15%	102
2023 Q3	$11.6M	Buy	65,664 +922	+1%	+$173K	2.37%	8
2023 Q2	$12.1M	Buy	+64,742	New	+$11.5M	1.85%	16
2022 Q2	–	Sell	-1,600	Closed	-$328K	–	111
2022 Q1	$328K	Buy	+1,600	New	+$326K	0.05%	96

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

Symmetry Investments's IWM Position: Q3 2025 in Review

Symmetry Investments sold out of iShares Russell 2000 ETF (IWM) in Q3 2025, closing a stake of 23,718 shares — an estimated $5.12M sold.

Symmetry Investments first reported a position in IWM in Q1 2022 and held it in 8 quarters. The position peaked at $12.1M in Q2 2023. 2,429 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

Symmetry Investments reported no remaining iShares Russell 2000 ETF position as of Q3 2025 after selling out during the quarter.
Symmetry Investments sold 23,718 iShares Russell 2000 ETF shares in Q3 2025, an estimated $5.12M.
Symmetry Investments first reported a position in iShares Russell 2000 ETF in Q1 2022 and held it in 8 quarters.
Symmetry Investments's iShares Russell 2000 ETF position peaked at $12.1M in Q2 2023.
2,429 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on Symmetry Investments's 13F filing for Q3 2025, filed 14 Nov 2025.