1858 Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

1858 Wealth Management’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	-5,550	Closed	-$1.11M	–	126
2025 Q1	$1.11M	Buy	5,550 +119	+2%	+$25.8K	0.94%	30
2024 Q4	$1.2M	Buy	5,431 +1,320	+32%	+$301K	0.95%	28
2024 Q3	$908K	Buy	+4,111	New	+$880K	0.75%	37

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

1858 Wealth Management's IWM Position: Q2 2025 in Review

1858 Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2025, closing a stake of 5,550 shares — an estimated $1.11M sold.

1858 Wealth Management first reported a position in IWM in Q3 2024 and held it in 3 quarters. The position peaked at $1.2M in Q4 2024. 2,363 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

1858 Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
1858 Wealth Management sold 5,550 iShares Russell 2000 ETF shares in Q2 2025, an estimated $1.11M.
1858 Wealth Management first reported a position in iShares Russell 2000 ETF in Q3 2024 and held it in 3 quarters.
1858 Wealth Management's iShares Russell 2000 ETF position peaked at $1.2M in Q4 2024.
2,363 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on 1858 Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.