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
2024 Q4	–	Sell	-130,000	Closed	-$28.7M	–	184
2024 Q3	$28.7M	Buy	+130,000	New	+$27.8M	4.04%	3
2024 Q2	–	Sell	-130,000	Closed	-$27.3M	–	212
2024 Q1	$27.3M	Buy	130,000 +30,000	+30%	+$5.98M	1.64%	9
2023 Q4	$20.1M	Buy	100,000 +35,000	+54%	+$6.27M	1.46%	11
2023 Q3	$11.5M	Buy	+65,000	New	+$12.2M	2.35%	9
2021 Q4	–	Sell	-100,000	Closed	-$21.9M	–	124
2021 Q3	$21.9M	Buy	+100,000	New	+$22.2M	3.33%	3

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 $6.73T AUM 46.02% 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 $445B AUM 25.58% 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. 2,431 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.
2,431 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.