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Victrix Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Victrix Investment Advisors’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
-1,253
Closed -$250K – 105
2025
Q1 		$250K Buy
+1,253
New +$272K 0.13% 86

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Victrix Investment Advisors's IWM Position: Q2 2025 in Review

Victrix Investment Advisors sold out of iShares Russell 2000 ETF (IWM) in Q2 2025, closing a stake of 1,253 shares — an estimated $250K sold.

Victrix Investment Advisors first reported a position in IWM in Q1 2025 and held it in 1 quarter. The position peaked at $250K in Q1 2025. 2,362 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

  • Victrix Investment Advisors reported no remaining iShares Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
  • Victrix Investment Advisors sold 1,253 iShares Russell 2000 ETF shares in Q2 2025, an estimated $250K.
  • Victrix Investment Advisors first reported a position in iShares Russell 2000 ETF in Q1 2025 and held it in 1 quarter.
  • Victrix Investment Advisors's iShares Russell 2000 ETF position peaked at $250K in Q1 2025.
  • 2,362 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Victrix Investment Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.