Purchases and Sales Made in Q4 2025 in Ishares Russell 2000 ETF (IWM)
This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM) during Q4 2025. The information is specifically focused on institutions that hold shares of ISHARES RUSSELL 2000 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
107K+ 485.31% |
$25.4M - $26.9M
|
130K
$30.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
93.5K+ 2631.22% |
$22.1M - $23.4M
|
97.1K
$23.1M
|
|
|
Jan 05, 2026
Q4 2025
|
Stairway Partners, LLC
|
BUY
|
- |
89K+ 27.22% |
$21.1M - $22.3M
|
416K
$98.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
69.3K+ 234.29% |
$16.4M - $17.4M
|
98.9K
$23.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
43.5K+ 675.43% |
$10.3M - $10.9M
|
50K
$11.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
32.1KNew |
$7.59M - $8.03M
|
32.1K
$7.61M
|
|
|
Jan 09, 2026
Q4 2025
|
Central Bank & Trust CO
|
BUY
|
- |
29.6K+ 97.66% |
$7M - $7.4M
|
59.9K
$14.2M
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
BUY
|
- |
29.5K+ 60.21% |
$6.98M - $7.38M
|
78.5K
$18.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Platt Investment Counsel, LLC
|
BUY
|
- |
23.5KNew |
$5.56M - $5.87M
|
23.5K
$5.57M
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
18.1K+ 411.32% |
$4.28M - $4.52M
|
22.4K
$5.33M
|
|
|
Jan 16, 2026
Q4 2025
|
Genesis Financial Group, LLC
Paramus, NJ |
BUY
|
- |
17.6KNew |
$4.16M - $4.4M
|
17.6K
$4.17M
|
|
|
Jan 07, 2026
Q4 2025
|
Vigilare Wealth Management
|
BUY
|
- |
16.3KNew |
$3.87M - $4.09M
|
16.3K
$3.88M
|
|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
15.3KNew |
$3.61M - $3.82M
|
15.3K
$3.62M
|
|
|
Jan 14, 2026
Q4 2025
|
Fluent Financial, LLC
|
BUY
|
- |
11.7K+ 32.26% |
$2.78M - $2.94M
|
48.2K
$11.4M
|
|
|
Jan 05, 2026
Q4 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
7.39K+ 4.08% |
$1.75M - $1.85M
|
189K
$44.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
6.47K+ 44.15% |
$1.53M - $1.62M
|
21.1K
$5.02M
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
5.96K+ 24.38% |
$1.41M - $1.49M
|
30.4K
$7.22M
|
|
|
Jan 13, 2026
Q4 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
5.37KNew |
$1.27M - $1.34M
|
5.37K
$1.27M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5K+ 274.14% |
$1.18M - $1.25M
|
6.83K
$1.62M
|
|
|
Jan 14, 2026
Q4 2025
|
Sjbenen Advisory, LLC
Chapel Hill, NC |
BUY
|
- |
4.7KNew |
$1.11M - $1.18M
|
4.7K
$1.12M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4.7K+ 62.75% |
$1.11M - $1.18M
|
12.2K
$2.89M
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
4.7K+ 221.93% |
$1.11M - $1.18M
|
6.81K
$1.62M
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.55K+ 12.86% |
$1.08M - $1.14M
|
39.9K
$9.48M
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
4.07K+ 260.41% |
$963K - $1.02M
|
5.63K
$1.34M
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
3.76K+ 4.08% |
$890K - $941K
|
96K
$22.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
3.58K+ 197.57% |
$848K - $896K
|
5.39K
$1.28M
|
|
|
Jan 12, 2026
Q4 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
3.47K+ 26.68% |
$821K - $868K
|
16.5K
$3.91M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.18K+ 74.03% |
$752K - $795K
|
7.46K
$1.77M
|
|
|
Jan 12, 2026
Q4 2025
|
Defender Capital, Llc.
|
BUY
|
- |
3KNew |
$710K - $751K
|
3K
$712K
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
2.9K+ 159.22% |
$687K - $726K
|
4.72K
$1.12M
|
|
|
Jan 15, 2026
Q4 2025
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
2.85KNew |
$675K - $714K
|
2.85K
$677K
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
BUY
|
- |
2.81KNew |
$666K - $704K
|
2.81K
$668K
|
|
|
Jan 16, 2026
Q4 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
2.7K+ 5.92% |
$639K - $676K
|
48.3K
$11.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
2.51KNew |
$595K - $629K
|
2.51K
$596K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.42K+ 15.05% |
$574K - $606K
|
18.5K
$4.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.14K+ 13.17% |
$506K - $535K
|
18.4K
$4.36M
|
|
|
Jan 12, 2026
Q4 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
2.1K+ 18.87% |
$497K - $526K
|
13.2K
$3.14M
|
|
|
Jan 14, 2026
Q4 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
2.03K+ 35.27% |
$481K - $509K
|
7.8K
$1.85M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.95K+ 24.24% |
$462K - $488K
|
9.99K
$2.37M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
1.93KNew |
$457K - $483K
|
1.93K
$458K
|
|
|
Jan 06, 2026
Q4 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
1.88KNew |
$445K - $470K
|
1.88K
$446K
|
|
|
Jan 12, 2026
Q4 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.85K+ 24.03% |
$437K - $462K
|
9.52K
$2.26M
|
|
|
Jan 12, 2026
Q4 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
1.68K+ 2.11% |
$397K - $419K
|
81K
$19.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.59K+ 9.83% |
$377K - $399K
|
17.8K
$4.23M
|
|
|
Jan 15, 2026
Q4 2025
|
Polaris Investment Advisors, LLC
Framingham, MA |
BUY
|
- |
1.59KNew |
$376K - $398K
|
1.59K
$378K
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.55K+ 58.68% |
$366K - $387K
|
4.18K
$992K
|
|
|
Jan 16, 2026
Q4 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
1.54KNew |
$365K - $386K
|
1.54K
$366K
|
|
|
Jan 14, 2026
Q4 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.5KNew |
$356K - $376K
|
1.5K
$357K
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.46K+ 4.62% |
$347K - $366K
|
33.1K
$7.87M
|
|
|
Jan 15, 2026
Q4 2025
|
Shrier Wealth Management, LLC
Los Angeles, CA |
BUY
|
- |
1.44KNew |
$340K - $359K
|
1.44K
$341K
|
|