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 21, 2026
Q4 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
75.4K+ 4869.19% |
$17.8M - $18.9M
|
76.9K
$18.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
69.3K+ 234.29% |
$16.4M - $17.4M
|
98.9K
$23.5M
|
|
|
Jan 26, 2026
Q4 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
59.8K+ 214.26% |
$14.2M - $15M
|
87.8K
$20.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
43.5K+ 675.43% |
$10.3M - $10.9M
|
50K
$11.9M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
33.1K+ 45.42% |
$7.83M - $8.28M
|
106K
$25.1M
|
|
|
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 26, 2026
Q4 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
29.3K+ 466.11% |
$6.93M - $7.32M
|
35.5K
$8.44M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24.2K+ 78.42% |
$5.72M - $6.05M
|
55K
$13.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Platt Investment Counsel, LLC
|
BUY
|
- |
23.5KNew |
$5.56M - $5.87M
|
23.5K
$5.57M
|
|
|
Jan 23, 2026
Q4 2025
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
BUY
|
- |
21.3KNew |
$5.05M - $5.34M
|
21.3K
$5.06M
|
|
|
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 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
17.6K+ 26.51% |
$4.16M - $4.4M
|
83.8K
$19.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.8K+ 15.64% |
$3.98M - $4.21M
|
124K
$29.5M
|
|
|
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 20, 2026
Q4 2025
|
Nvwm, LLC
|
BUY
|
- |
13.4K+ 440.91% |
$3.18M - $3.36M
|
16.5K
$3.92M
|
|
|
Jan 16, 2026
Q4 2025
|
Asl Financial, LLC
Los Gatos, CA |
BUY
|
- |
13.2KNew |
$3.14M - $3.31M
|
13.2K
$3.14M
|
|
|
Jan 26, 2026
Q4 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
13.2K+ 219.63% |
$3.12M - $3.3M
|
19.2K
$4.55M
|
|
|
Jan 14, 2026
Q4 2025
|
Fluent Financial, LLC
|
BUY
|
- |
11.7K+ 32.26% |
$2.78M - $2.94M
|
48.2K
$11.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
11.1K+ 11.83% |
$2.63M - $2.78M
|
105K
$24.9M
|
|
|
Jan 23, 2026
Q4 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
10.2KNew |
$2.41M - $2.55M
|
10.2K
$2.42M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8.35K+ 28.99% |
$1.98M - $2.09M
|
37.2K
$8.82M
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
8.19K+ 17.7% |
$1.94M - $2.05M
|
54.4K
$12.9M
|
|
|
Jan 26, 2026
Q4 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7.65K+ 354.66% |
$1.81M - $1.92M
|
9.81K
$2.33M
|
|
|
Jan 05, 2026
Q4 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
7.39K+ 4.08% |
$1.75M - $1.85M
|
189K
$44.8M
|
|
|
Jan 26, 2026
Q4 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
7KNew |
$1.66M - $1.75M
|
7K
$1.66M
|
|
|
Jan 26, 2026
Q4 2025
|
Forteris Wealth Management Inc.
Armonk, NY |
BUY
|
- |
6.99KNew |
$1.66M - $1.75M
|
6.99K
$1.66M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
6.91K+ 60.5% |
$1.64M - $1.73M
|
18.3K
$4.35M
|
|
|
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 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.43K+ 17.36% |
$1.28M - $1.36M
|
36.7K
$8.71M
|
|
|
Jan 21, 2026
Q4 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
5.4K+ 2.95% |
$1.28M - $1.35M
|
188K
$44.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
5.37KNew |
$1.27M - $1.34M
|
5.37K
$1.27M
|
|
|
Jan 26, 2026
Q4 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.35K+ 276.34% |
$1.27M - $1.34M
|
7.29K
$1.73M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5K+ 274.14% |
$1.18M - $1.25M
|
6.83K
$1.62M
|
|
|
Jan 26, 2026
Q4 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
4.74K+ 90.8% |
$1.12M - $1.19M
|
9.95K
$2.36M
|
|
|
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
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
4.7K+ 221.93% |
$1.11M - $1.18M
|
6.81K
$1.62M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4.7K+ 62.75% |
$1.11M - $1.18M
|
12.2K
$2.89M
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.55K+ 12.86% |
$1.08M - $1.14M
|
39.9K
$9.48M
|
|
|
Jan 26, 2026
Q4 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
4.29K+ 23.76% |
$1.02M - $1.07M
|
22.4K
$5.31M
|
|
|
Jan 20, 2026
Q4 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
4.28KNew |
$1.01M - $1.07M
|
4.28K
$1.02M
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
4.15K+ 5.13% |
$983K - $1.04M
|
85K
$20.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
4.07K+ 260.41% |
$963K - $1.02M
|
5.63K
$1.34M
|
|