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Team Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Team Financial Group’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
-24
Closed -$5.86K – 268
2025
Q3 		$5.86K Hold
24
– – ﹤0.01% 204
2025
Q2 		$5.21K Buy
+24
New +$4.83K ﹤0.01% 198
2024
Q1 		– Sell
-57
Closed -$11.4K – 119
2023
Q4 		$11.4K Buy
57
+1
+2% +$179 0.01% 111
2023
Q3 		$10K Buy
+56
New +$10.5K 0.01% 117

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Team Financial Group's IWM Position: Q4 2025 in Review

Team Financial Group sold out of iShares Russell 2000 ETF (IWM) in Q4 2025, closing a stake of 24 shares — an estimated $5.86K sold.

Team Financial Group first reported a position in IWM in Q3 2023 and held it in 4 quarters. The position peaked at $11.4K in Q4 2023. 2,606 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

  • Team Financial Group reported no remaining iShares Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
  • Team Financial Group sold 24 iShares Russell 2000 ETF shares in Q4 2025, an estimated $5.86K.
  • Team Financial Group first reported a position in iShares Russell 2000 ETF in Q3 2023 and held it in 4 quarters.
  • Team Financial Group's iShares Russell 2000 ETF position peaked at $11.4K in Q4 2023.
  • 2,606 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on Team Financial Group's 13F filing for Q4 2025, filed 13 Jan 2026.