Taylor & Morgan Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Taylor & Morgan 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 Q4	–	Sell	-965	Closed	-$234K	–	82
2025 Q3	$234K	Buy	965 +1	+0.1%	+$229	0.14%	68
2025 Q2	$208K	Buy	+964	New	+$194K	0.14%	68
2025 Q1	–	Sell	-962	Closed	-$213K	–	69
2024 Q4	$213K	Buy	962 +1	+0.1%	+$228	0.15%	65
2024 Q3	$212K	Buy	+961	New	+$206K	0.14%	68

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Taylor & Morgan Wealth Management's IWM Position: Q4 2025 in Review

Taylor & Morgan Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q4 2025, closing a stake of 965 shares — an estimated $234K sold.

Taylor & Morgan Wealth Management first reported a position in IWM in Q3 2024 and held it in 4 quarters. The position peaked at $234K in Q3 2025. 2,591 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

Taylor & Morgan Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
Taylor & Morgan Wealth Management sold 965 iShares Russell 2000 ETF shares in Q4 2025, an estimated $234K.
Taylor & Morgan Wealth Management first reported a position in iShares Russell 2000 ETF in Q3 2024 and held it in 4 quarters.
Taylor & Morgan Wealth Management's iShares Russell 2000 ETF position peaked at $234K in Q3 2025.
2,591 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on Taylor & Morgan Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.