Form 13-F position report

ISHARES RUSSELL 2000 ETF

Reported by Great Waters Wealth Management

ETF profile Manager portfolio Source filing
IWM CUSIP 464287655 Manager CIK 0001964535
Latest reported change

Reported 98,682 shares, down 7,074 (6.7%) from the prior quarter.

Reported value 4.6%; share count -6.7% vs. the prior quarter.

Reduced
% of reported 13F value 2.82% This manager · Q3 2025
Shares 98,682 Quarter-end amount reported
Reported value $23,876,983 Fair value at quarter end
Consecutive quarters held 12 Through Q3 2025

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

16 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Reduced 64,266 -8,584 (-11.8%) 1.61% $17,858,917 2026-10-07
Q2 2026 Reduced 72,850 -4,898 (-6.3%) 2.03% $21,887,817 2026-07-09
Q1 2026 Reduced 77,748 -5,229 (-6.3%) 2.04% $19,281,473 2026-04-17
Q4 2025 Reduced 82,977 -15,705 (-15.9%) 2.25% $20,425,713 2026-01-15
Q3 2025 Reduced 98,682 -7,074 (-6.7%) 2.82% $23,876,983 2025-10-14
Q2 2025 Reduced 105,756 -4,371 (-4.0%) 2.97% $22,821,187 2025-07-11
Q1 2025 Reduced 110,127 -17,335 (-13.6%) 3.05% $21,969,162 2025-04-14
Q4 2024 Reduced 127,462 -21,867 (-14.6%) 3.61% $28,163,920 2025-01-17
Q3 2024 Reduced 149,329 -17,203 (-10.3%) 4.45% $32,985,214 2024-10-04
Q2 2024 Reduced 166,532 -12,389 (-6.9%) 5.16% $33,787,735 2024-07-09
Q1 2024 Reduced 178,921 -18,140 (-9.2%) 6.15% $37,627,110 2024-04-09
Q4 2023 Reduced 197,061 -12,760 (-6.1%) 6.79% $38,269,279 2024-01-19
Q3 2023 Reduced 209,821 -13,550 (-6.1%) 7.2% $36,299,013 2023-10-11
Q2 2023 Reduced 223,371 -11,719 (-5.0%) 8.32% $41,830,710 2023-07-07
Q1 2023 Reduced 235,090 -14,299 (-5.7%) 8.82% $41,742,653 2023-04-25
Q4 2022 New 249,389 +249,389 (0.0%) 10.06% $46,748,011 2023-02-03
Institutional context

Who else reported the position

2564 managers reported ISHARES RUSSELL 2000 ETF for Q3 2025.

Manager Activity Shares Change % of reported 13F Reported value Tenure
Bank of America Corporation Reduced 36,865,282 -312,938 0.61% $8,919,923,750 50 qtrs
MORGAN STANLEY Reduced 18,151,969 -2,709,746 0.27% $4,392,051,566 50 qtrs
The Goldman Sachs Group Inc Reduced 15,057,395 -6,842,203 0.45% $3,643,287,261 50 qtrs
WELLS FARGO & COMPANY MN Reduced 13,162,753 -2,454,916 0.61% $3,184,859,698 50 qtrs
BlackRock Inc Added 9,165,238 +11,637 0.04% $2,217,620,854 5 qtrs
Empower Advisory Group LLC Reduced 8,616,693 -173 5.78% $2,084,894,986 11 qtrs
JPMorgan Chase & Co Reduced 7,745,332 -433,589 0.11% $1,874,060,821 50 qtrs
ROYAL BANK OF CANADA Added 7,598,266 +1,963,962 0.3% $1,838,477,000 50 qtrs
LPL Financial LLC Added 7,367,450 +314,544 0.52% $1,782,627,956 50 qtrs
Rafferty Asset Management LLC Reduced 6,552,360 -195,469 5.14% $1,585,409,026 50 qtrs
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Filing details and methodology As reported
Report period
September 30, 2025
Filed
October 14, 2025
Filing type
13F-HR
Position type
RUSSELL 2000 ETF

Voting authority reported

Sole
0
Shared
0
None
98,682

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.