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RAFFA WEALTH MANAGEMENT, LLC’s iShares Russell 2000 ETF IWM Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
-120
Closed -$29K – 1180
2025
Q3 		$29K Hold
120
– – 0.01% 212
2025
Q2 		$25.9K Buy
+120
New +$24.1K 0.01% 234
2023
Q2 		– Sell
-215
Closed -$38.4K – 1078
2023
Q1 		$38.4K Hold
215
– – 0.01% 165
2022
Q4 		$37.5K Hold
215
– – 0.02% 161
2022
Q3 		$35.5K Hold
215
– – 0.02% 161
2022
Q2 		$36.4K Sell
215
-3,325
-94% -$613K 0.02% 166
2022
Q1 		$727K Sell
3,540
-65
-2% -$13.3K 0.27% 27
2021
Q4 		$802K Buy
3,605
+253
+8% +$57.2K 0.26% 23
2021
Q3 		$733K Buy
3,352
+27
+0.8% +$5.99K 0.25% 22
2021
Q2 		$763K Buy
+3,325
New +$748K 0.26% 22
2021
Q1 		– Sell
-120
Closed -$23.5K – 1104
2020
Q4 		$23.5K Hold
120
– – 0.01% 172
2020
Q3 		$18K Sell
120
-8
-6% -$1.2K 0.01% 180
2020
Q2 		$18.3K Sell
128
-3,278
-96% -$430K 0.01% 174
2020
Q1 		$390K Buy
3,406
+24
+0.7% +$3.58K 0.15% 27
2019
Q4 		$560K Buy
3,382
+6
+0.2% +$948 0.2% 26
2019
Q3 		$511K Buy
+3,376
New +$516K 0.18% 27
2019
Q2 		– Sell
-186
Closed -$28.5K – 1061
2019
Q1 		$28.5K Sell
186
-10,045
-98% -$1.51M 0.01% 144
2018
Q4 		$1.37M Buy
10,231
+10,123
+9,373% +$1.51M 0.52% 17
2018
Q3 		$18.2K Sell
108
-215
-67% -$36.3K 0.01% 186
2018
Q2 		$52.9K Buy
323
+48
+17% +$7.68K 0.02% 126
2018
Q1 		$41.8K Sell
275
-1,555
-85% -$240K 0.02% 132
2017
Q4 		$279K Hold
1,830
– – 0.11% 70
2017
Q3 		$271K Buy
1,830
+1,489
+437% +$210K 0.11% 72
2017
Q2 		$48.1K Buy
341
+199
+140% +$27.5K 0.02% 127
2017
Q1 		$19.5K Buy
+142
New +$19.4K 0.01% 146

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's IWM Position: Q4 2025 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of iShares Russell 2000 ETF (IWM) in Q4 2025, closing a stake of 120 shares — an estimated $29K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in IWM in Q1 2017 and held it in 25 quarters. The position peaked at $1.37M in Q4 2018. 2,590 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining iShares Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 120 iShares Russell 2000 ETF shares in Q4 2025, an estimated $29K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares Russell 2000 ETF in Q1 2017 and held it in 25 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's iShares Russell 2000 ETF position peaked at $1.37M in Q4 2018.
  • 2,590 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q4 2025, filed 27 Jul 2026.