The Family Firm’s iShares Russell 2000 ETF IWM Stock Holding History

The Family Firm’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 Q2	–	Sell	-7,558	Closed	-$1.51M	–	136
2025 Q1	$1.51M	Sell	7,558 -92	-1%	-$20K	0.34%	61
2024 Q4	$1.69M	Sell	7,650 -199	-3%	-$45.4K	0.38%	57
2024 Q3	$1.73M	Buy	7,849 +31	+0.4%	+$6.63K	0.38%	55
2024 Q2	$1.59M	Buy	7,818 +766	+11%	+$155K	0.35%	55
2024 Q1	$1.48M	Buy	7,052 +15	+0.2%	+$2.99K	0.36%	60
2023 Q4	$1.41M	Sell	7,037 -120	-2%	-$21.5K	0.36%	58
2023 Q3	$1.26M	Buy	7,157 +1,009	+16%	+$189K	0.36%	57
2023 Q2	$1.15M	Buy	6,148 +156	+3%	+$27.8K	0.3%	61
2023 Q1	$1.07M	Buy	5,992 +22	+0.4%	+$4.05K	0.3%	67
2022 Q4	$1.04M	Buy	5,970 +58	+1%	+$10.3K	0.3%	69
2022 Q3	$975K	Sell	5,912 -16	-0.3%	-$2.92K	0.31%	63
2022 Q2	$1M	Buy	5,928 +17	+0.3%	+$3.13K	0.3%	66
2022 Q1	$1.21M	Buy	5,911 +134	+2%	+$27.3K	0.32%	65
2021 Q4	$1.28M	Sell	5,777 -190	-3%	-$42.9K	0.33%	60
2021 Q3	$1.36M	Sell	5,967 -299	-5%	-$66.3K	0.36%	57
2021 Q2	$1.44M	Sell	6,266 -45	-0.7%	-$10.1K	0.39%	55
2021 Q1	$1.39M	Sell	6,311 -867	-12%	-$189K	0.4%	52
2020 Q4	$1.51M	Buy	7,178 +967	+16%	+$169K	0.45%	45
2020 Q3	$930K	Sell	6,211 -763	-11%	-$115K	0.33%	56
2020 Q2	$999K	Sell	6,974 -93	-1%	-$12.2K	0.37%	54
2020 Q1	$809K	Hold	7,067	–	–	0.34%	57
2019 Q4	$1.17M	Buy	7,067 +434	+7%	+$68.6K	0.4%	54
2019 Q3	$1M	Buy	6,633 +284	+4%	+$43.4K	0.36%	58
2019 Q2	$987K	Buy	6,349 +1,098	+21%	+$169K	0.35%	57
2019 Q1	$804K	Sell	5,251 -137	-3%	-$20.6K	0.29%	60
2018 Q4	$721K	Buy	5,388 +484	+10%	+$72.2K	0.29%	61
2018 Q3	$827K	Sell	4,904 -2,057	-30%	-$347K	0.3%	59
2018 Q2	$1.14M	Sell	6,961 -265	-4%	-$42.4K	0.43%	48
2018 Q1	$1.1M	Buy	7,226 +2,147	+42%	+$332K	0.43%	46
2017 Q4	$774K	Sell	5,079 -169	-3%	-$25.4K	0.31%	57
2017 Q3	$778K	Sell	5,248 -128	-2%	-$18K	0.32%	56
2017 Q2	$758K	Buy	5,376 +117	+2%	+$16.2K	0.33%	54
2017 Q1	$723K	Sell	5,259 -189	-3%	-$25.8K	0.34%	51
2016 Q4	$735K	Sell	5,448 -585	-10%	-$74.8K	0.35%	51
2016 Q3	$749K	Buy	6,033 +766	+15%	+$93.1K	0.36%	50
2016 Q2	$606K	Sell	5,267 -955	-15%	-$108K	0.3%	53
2016 Q1	$688K	Sell	6,222 -39	-0.6%	-$4.04K	0.35%	51
2015 Q4	$705K	Buy	6,261 +17	+0.3%	+$1.96K	0.37%	50
2015 Q3	$682K	Sell	6,244 -230	-4%	-$27.3K	0.37%	47
2015 Q2	$808K	Sell	6,474 -752	-10%	-$93.9K	0.42%	41
2015 Q1	$899K	Buy	7,226 +747	+12%	+$90K	0.46%	39
2014 Q4	$775K	Buy	+6,479	New	+$741K	0.4%	41

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

The Family Firm's IWM Position: Q2 2025 in Review

The Family Firm sold out of iShares Russell 2000 ETF (IWM) in Q2 2025, closing a stake of 7,558 shares — an estimated $1.51M sold.

The Family Firm first reported a position in IWM in Q4 2014 and held it in 42 quarters. The position peaked at $1.73M in Q3 2024. 2,363 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

The Family Firm reported no remaining iShares Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
The Family Firm sold 7,558 iShares Russell 2000 ETF shares in Q2 2025, an estimated $1.51M.
The Family Firm first reported a position in iShares Russell 2000 ETF in Q4 2014 and held it in 42 quarters.
The Family Firm's iShares Russell 2000 ETF position peaked at $1.73M in Q3 2024.
2,363 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.