Ally Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Ally Financial’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
2024 Q4	–	Sell	-113,000	Closed	-$25M	–	115
2024 Q3	$25M	Hold	113,000	–	–	3.01%	8
2024 Q2	$22.9M	Hold	113,000	–	–	2.84%	7
2024 Q1	$23.8M	Hold	113,000	–	–	3.21%	5
2023 Q4	$22.7M	Hold	113,000	–	–	2.96%	8
2023 Q3	$20M	Buy	113,000 +5,000	+5%	+$939K	2.94%	7
2023 Q2	$20.2M	Hold	108,000	–	–	2.83%	11
2023 Q1	$19.3M	Hold	108,000	–	–	2.85%	11
2022 Q4	$18.8M	Hold	108,000	–	–	2.93%	9
2022 Q3	$17.8M	Hold	108,000	–	–	2.94%	8
2022 Q2	$18.3M	Hold	108,000	–	–	2.49%	11
2022 Q1	$22.2M	Hold	108,000	–	–	2.55%	10
2021 Q4	$24M	Buy	108,000 +63,000	+140%	+$14.2M	2.2%	8
2021 Q3	$9.84M	Buy	+45,000	New	+$9.98M	0.96%	28
2021 Q2	–	Sell	-23,000	Closed	-$5.08M	–	122
2021 Q1	$5.08M	Sell	23,000 -37,000	-62%	-$8.08M	0.48%	58
2020 Q4	$11.8M	Sell	60,000 -20,000	-25%	-$3.5M	1.1%	26
2020 Q3	$12M	Buy	+80,000	New	+$12M	1.93%	8
2016 Q2	–	Sell	-140,000	Closed	-$15.5M	–	122
2016 Q1	$15.5M	Buy	140,000 +95,000	+211%	+$9.83M	2.16%	7
2015 Q4	$5.06M	Buy	+45,000	New	+$5.19M	0.71%	38
2015 Q1	–	Sell	-260,000	Closed	-$31.1M	–	140
2014 Q4	$31.1M	Buy	260,000 +190,000	+271%	+$21.7M	3.44%	2
2014 Q3	$7.66M	Buy	70,000 +25,000	+56%	+$2.86M	1.05%	32
2014 Q2	$5.35M	Buy	+45,000	New	+$5.11M	0.63%	57

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ally Financial's IWM Position: Q4 2024 in Review

Ally Financial sold out of iShares Russell 2000 ETF (IWM) in Q4 2024, closing a stake of 113,000 shares — an estimated $25M sold.

Ally Financial first reported a position in IWM in Q2 2014 and held it in 21 quarters. The position peaked at $31.1M in Q4 2014. 2,527 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

Ally Financial reported no remaining iShares Russell 2000 ETF position as of Q4 2024 after selling out during the quarter.
Ally Financial sold 113,000 iShares Russell 2000 ETF shares in Q4 2024, an estimated $25M.
Ally Financial first reported a position in iShares Russell 2000 ETF in Q2 2014 and held it in 21 quarters.
Ally Financial's iShares Russell 2000 ETF position peaked at $31.1M in Q4 2014.
2,527 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

Based on Ally Financial's 13F filing for Q4 2024, filed 13 Feb 2025.