Wick Capital Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Wick Capital Partners’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	-1,377	Closed	-$275K	–	111
2025 Q1	$275K	Hold	1,377	–	–	0.08%	87
2024 Q4	$304K	Buy	1,377 +277	+25%	+$63.2K	0.09%	76
2024 Q3	$243K	Buy	+1,100	New	+$235K	0.08%	71
2022 Q4	–	Sell	-1,350	Closed	-$223K	–	60
2022 Q3	$223K	Buy	+1,350	New	+$246K	0.14%	44
2022 Q2	–	Sell	-1,400	Closed	-$287K	–	59
2022 Q1	$287K	Buy	+1,400	New	+$286K	0.19%	40

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

Wick Capital Partners's IWM Position: Q2 2025 in Review

Wick Capital Partners sold out of iShares Russell 2000 ETF (IWM) in Q2 2025, closing a stake of 1,377 shares — an estimated $275K sold.

Wick Capital Partners first reported a position in IWM in Q1 2022 and held it in 5 quarters. The position peaked at $304K in Q4 2024. 2,362 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

Wick Capital Partners reported no remaining iShares Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
Wick Capital Partners sold 1,377 iShares Russell 2000 ETF shares in Q2 2025, an estimated $275K.
Wick Capital Partners first reported a position in iShares Russell 2000 ETF in Q1 2022 and held it in 5 quarters.
Wick Capital Partners's iShares Russell 2000 ETF position peaked at $304K in Q4 2024.
2,362 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Wick Capital Partners's 13F filing for Q2 2025, filed 14 Aug 2025.