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Adero Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Adero Partners’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
2020
Q3 		– Sell
-7,500
Closed -$21K – 91
2020
Q2 		$21K Buy
+7,500
New +$984K 0.02% 73

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Adero Partners's IWM Position: Q1 2025 in Review

Adero Partners reduced its iShares Russell 2000 ETF (IWM) stake by 0.13% in Q1 2025, selling an estimated $4.34K and leaving 15,053 shares worth $3M. The position accounts for 0.2% of the portfolio, ranked #49.

Adero Partners first reported a position in IWM in Q4 2019 and has held it in 22 quarters since. The position peaked at $4.44M in Q2 2021. 2,359 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

  • Adero Partners held 15,053 shares of iShares Russell 2000 ETF worth $3M as of Q1 2025.
  • Adero Partners sold 20 iShares Russell 2000 ETF shares in Q1 2025, an estimated $4.34K.
  • iShares Russell 2000 ETF made up 0.2% of Adero Partners's portfolio in Q1 2025, its #49 holding.
  • Adero Partners first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 22 quarters since.
  • Adero Partners's iShares Russell 2000 ETF position peaked at $4.44M in Q2 2021.
  • 2,359 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.