Tyler-Stone Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Tyler-Stone 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	$900K	Sell	4,171 -2	-0%	-$402	0.14%	129
2025 Q1	$832K	Buy	4,173 +1,083	+35%	+$235K	0.15%	129
2024 Q4	$683K	Sell	3,090 -19	-0.6%	-$4.33K	0.12%	151
2024 Q3	$687K	Buy	3,109 +2,560	+466%	+$548K	0.13%	148
2024 Q2	$111K	Buy	549 +65	+13%	+$13.1K	0.05%	270
2024 Q1	$102K	Hold	484	–	–	0.05%	274
2023 Q4	$97.1K	Buy	484 +75	+18%	+$13.4K	0.05%	268
2023 Q3	$72K	Hold	409	–	–	0.04%	293
2023 Q2	$77K	Buy	+409	New	+$72.9K	0.04%	280
2022 Q4	$97K	Hold	556	–	–	0.07%	235
2022 Q3	$92K	Hold	556	–	–	0.07%	228
2022 Q2	$94K	Sell	556 -465	-46%	-$85.7K	0.06%	247
2022 Q1	$210K	Buy	1,021 +45	+5%	+$9.18K	0.12%	163
2021 Q4	$217K	Buy	+976	New	+$221K	0.11%	173

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

Tyler-Stone Wealth Management's IWM Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.05% in Q2 2025, selling an estimated $402 and leaving 4,171 shares worth $900K. The position accounts for 0.14% of the portfolio, ranked #129.

Tyler-Stone Wealth Management first reported a position in IWM in Q4 2021 and has held it in 14 quarters since. 2,362 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

Tyler-Stone Wealth Management held 4,171 shares of iShares Russell 2000 ETF worth $900K as of Q2 2025.
Tyler-Stone Wealth Management sold 2 iShares Russell 2000 ETF shares in Q2 2025, an estimated $402.
iShares Russell 2000 ETF made up 0.14% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #129 holding.
Tyler-Stone Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 14 quarters since.
2,362 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.