Warren Street Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Warren Street Wealth 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 Q4	–	Sell	-1,002	Closed	-$242K	–	141
2025 Q3	$242K	Buy	1,002 +5	+0.5%	+$1.15K	0.07%	123
2025 Q2	$215K	Buy	+997	New	+$201K	0.07%	124

Other funds holding IWM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Warren Street Wealth Advisors's IWM Position: Q4 2025 in Review

Warren Street Wealth Advisors sold out of iShares Russell 2000 ETF (IWM) in Q4 2025, closing a stake of 1,002 shares — an estimated $242K sold.

Warren Street Wealth Advisors first reported a position in IWM in Q2 2025 and held it in 2 quarters. The position peaked at $242K in Q3 2025. 2,594 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

Warren Street Wealth Advisors reported no remaining iShares Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
Warren Street Wealth Advisors sold 1,002 iShares Russell 2000 ETF shares in Q4 2025, an estimated $242K.
Warren Street Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q2 2025 and held it in 2 quarters.
Warren Street Wealth Advisors's iShares Russell 2000 ETF position peaked at $242K in Q3 2025.
2,594 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on Warren Street Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.