Triangle Securities Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Triangle Securities 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 Q2	–	Sell	-2,660	Closed	-$531K	–	205
2025 Q1	$531K	Buy	+2,660	New	+$577K	0.14%	149
2016 Q2	–	Sell	-2,017	Closed	-$223K	–	124
2016 Q1	$223K	Buy	+2,017	New	+$209K	0.15%	126
2015 Q4	–	Sell	-2,966	Closed	-$324K	–	125
2015 Q3	$324K	Buy	2,966 +200	+7%	+$23.7K	0.25%	102
2015 Q2	$345K	Hold	2,766	–	–	0.24%	102
2015 Q1	$344K	Hold	2,766	–	–	0.24%	102
2014 Q4	$331K	Buy	+2,766	New	+$316K	0.24%	98
2014 Q3	–	Sell	-1,816	Closed	-$216K	–	124
2014 Q2	$216K	Buy	+1,816	New	+$206K	0.17%	120
2013 Q3	–	Sell	-1,820	Closed	-$177K	–	255
2013 Q2	$177K	Buy	+1,820	New	+$174K	0.13%	124

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Triangle Securities Wealth Management's IWM Position: Q2 2025 in Review

Triangle Securities Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2025, closing a stake of 2,660 shares — an estimated $531K sold.

Triangle Securities Wealth Management first reported a position in IWM in Q2 2013 and held it in 8 quarters. The position peaked at $531K in Q1 2025. 2,368 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

Triangle Securities Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
Triangle Securities Wealth Management sold 2,660 iShares Russell 2000 ETF shares in Q2 2025, an estimated $531K.
Triangle Securities Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 8 quarters.
Triangle Securities Wealth Management's iShares Russell 2000 ETF position peaked at $531K in Q1 2025.
2,368 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2025, filed 10 Jul 2025.