Alaska Wealth Advisors’s iShares Russell 2000 BuyWrite ETF IWMW Stock Holding History

Alaska Wealth Advisors’s Portfolio IWMW Stock Details IWMW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,194	Closed	-$193K	–	113
2024 Q3	$193K	Buy	+4,194	New	+$193K	0.03%	75

Other funds holding IWMW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Alaska Wealth Advisors's IWMW Position: Q4 2024 in Review

Alaska Wealth Advisors sold out of iShares Russell 2000 BuyWrite ETF (IWMW) in Q4 2024, closing a stake of 4,194 shares — an estimated $193K sold.

Alaska Wealth Advisors first reported a position in IWMW in Q3 2024 and held it in 1 quarter. The position peaked at $193K in Q3 2024. 5 funds tracked by Wall St. Rank hold IWMW as of Q4 2024.

Alaska Wealth Advisors reported no remaining iShares Russell 2000 BuyWrite ETF position as of Q4 2024 after selling out during the quarter.
Alaska Wealth Advisors sold 4,194 iShares Russell 2000 BuyWrite ETF shares in Q4 2024, an estimated $193K.
Alaska Wealth Advisors first reported a position in iShares Russell 2000 BuyWrite ETF in Q3 2024 and held it in 1 quarter.
Alaska Wealth Advisors's iShares Russell 2000 BuyWrite ETF position peaked at $193K in Q3 2024.
5 funds tracked by Wall St. Rank held iShares Russell 2000 BuyWrite ETF as of Q4 2024.

Based on Alaska Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.