Wealth Quarterback’s iShares Russell 2000 ETF IWM Stock Holding History

Wealth Quarterback’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	-1,008	Closed	-$201K	–	140
2025 Q1	$201K	Buy	+1,008	New	+$219K	0.11%	120
2023 Q2	–	Sell	-1,754	Closed	-$313K	–	128
2023 Q1	$313K	Buy	1,754 +5	+0.3%	+$921	0.27%	76
2022 Q4	$305K	Buy	1,749 +6	+0.3%	+$1.07K	0.25%	80
2022 Q3	$288K	Sell	1,743 -28	-2%	-$5.11K	0.31%	76
2022 Q2	$300K	Buy	+1,771	New	+$326K	0.23%	81
2021 Q3	$563K	Buy	112,600 +109,519	+3,555%	+$24.3M	0.37%	57
2021 Q2	$707K	Buy	+3,081	New	+$693K	0.43%	53
2020 Q4	$1.51M	Buy	+7,720	New	+$1.35M	1.26%	18
2020 Q2	–	Sell	-394	Closed	-$45.1K	–	434
2020 Q1	$45.1K	Sell	394 -2,678	-87%	-$399K	0.04%	243
2019 Q4	$65.2K	Buy	+3,072	New	+$485K	0.06%	210

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

Wealth Quarterback's IWM Position: Q2 2025 in Review

Wealth Quarterback sold out of iShares Russell 2000 ETF (IWM) in Q2 2025, closing a stake of 1,008 shares — an estimated $201K sold.

Wealth Quarterback first reported a position in IWM in Q4 2019 and held it in 10 quarters. The position peaked at $1.51M in Q4 2020. 2,362 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

Wealth Quarterback reported no remaining iShares Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
Wealth Quarterback sold 1,008 iShares Russell 2000 ETF shares in Q2 2025, an estimated $201K.
Wealth Quarterback first reported a position in iShares Russell 2000 ETF in Q4 2019 and held it in 10 quarters.
Wealth Quarterback's iShares Russell 2000 ETF position peaked at $1.51M in Q4 2020.
2,362 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Wealth Quarterback's 13F filing for Q2 2025, filed 8 Aug 2025.