WGC
IWM icon

Watts Gwilliam & Co’s iShares Russell 2000 ETF IWM Stock Holding History

Watts Gwilliam & Co’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
Q3 		$785K Buy
3,246
+1
+0% +$229 0.13% 102
2025
Q2 		$795K Sell
3,245
-1,112
-26% -$224K 0.13% 101
2025
Q1 		$869K Buy
4,357
+2,073
+91% +$450K 0.19% 92
2024
Q4 		$509K Buy
2,284
+202
+10% +$46.1K 0.11% 124
2024
Q3 		$453K Buy
+2,082
New +$446K 0.1% 130
2024
Q1 		$1.32M Buy
+6,385
New +$1.27M 0.41% 56

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Watts Gwilliam & Co's IWM Position: Q3 2025 in Review

Watts Gwilliam & Co increased its iShares Russell 2000 ETF (IWM) stake by 0.03% in Q3 2025, buying an estimated $229 and bringing the position to 3,246 shares worth $785K. The position accounts for 0.13% of the portfolio, ranked #102.

Watts Gwilliam & Co first reported a position in IWM in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.32M in Q1 2024. 2,429 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

  • Watts Gwilliam & Co held 3,246 shares of iShares Russell 2000 ETF worth $785K as of Q3 2025.
  • Watts Gwilliam & Co bought 1 iShares Russell 2000 ETF share in Q3 2025, an estimated $229.
  • iShares Russell 2000 ETF made up 0.13% of Watts Gwilliam & Co's portfolio in Q3 2025, its #102 holding.
  • Watts Gwilliam & Co first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 6 quarters since.
  • Watts Gwilliam & Co's iShares Russell 2000 ETF position peaked at $1.32M in Q1 2024.
  • 2,429 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.