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BOLTON SECURITIES CORPORATION’s iShares Russell 2000 ETF IWM Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$5.87M Buy
+24,268
New +$5.57M 0.28% 82
2025
Q1 		$1.59M Buy
+7,986
New +$1.73M 0.09% 237

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IWM Position: Q3 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares Russell 2000 ETF (IWM) in Q3 2025: 24,268 shares worth $5.87M. The stake represents 0.28% of the portfolio and ranks #82 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in IWM as recently as Q1 2025.

BOLTON SECURITIES CORPORATION first reported a position in IWM in Q1 2025 and has held it in 2 quarters since. 2,444 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

  • BOLTON SECURITIES CORPORATION held 24,268 shares of iShares Russell 2000 ETF worth $5.87M as of Q3 2025.
  • iShares Russell 2000 ETF was a new BOLTON SECURITIES CORPORATION position in Q3 2025.
  • iShares Russell 2000 ETF made up 0.28% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2025, its #82 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares Russell 2000 ETF in Q1 2025 and has held it in 2 quarters since.
  • 2,444 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2025, filed 12 Nov 2026.