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Aveo Capital Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Aveo Capital 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
2025
Q1 		– Sell
-3,540
Closed -$782K – 257
2024
Q4 		$782K Sell
3,540
-3,505
-50% -$799K 0.09% 150
2024
Q3 		$1.56M Buy
7,045
+6,048
+607% +$1.29M 0.17% 101
2024
Q2 		$202K Sell
997
-139
-12% -$28.1K 0.02% 314
2024
Q1 		$229K Sell
1,136
-22,790
-95% -$4.55M 0.03% 330
2023
Q4 		$4.8M Buy
+23,926
New +$4.29M 0.58% 53
2023
Q3 		– Sell
-4,830
Closed -$905K – 345
2023
Q2 		$905K Buy
4,830
+3,641
+306% +$649K 0.11% 141
2023
Q1 		$212K Buy
+1,189
New +$219K 0.03% 317
2022
Q4 		– Sell
-3,530
Closed -$582K – 337
2022
Q3 		$582K Sell
3,530
-948
-21% -$173K 0.1% 146
2022
Q2 		$758K Buy
4,478
+216
+5% +$39.8K 0.12% 133
2022
Q1 		$875K Buy
4,262
+58
+1% +$11.8K 0.15% 120
2021
Q4 		$935K Sell
4,204
-15,449
-79% -$3.49M 0.17% 119
2021
Q3 		$4.3M Buy
19,653
+15,478
+371% +$3.43M 0.9% 28
2021
Q2 		$958K Buy
4,175
+1,522
+57% +$342K 0.21% 101
2021
Q1 		$586K Buy
+2,653
New +$579K 0.15% 126
2018
Q3 		– Sell
-2,037
Closed -$334K – 148
2018
Q2 		$334K Sell
2,037
-651
-24% -$104K 0.15% 97
2018
Q1 		$408K Sell
2,688
-19
-0.7% -$2.93K 0.17% 82
2017
Q4 		$413K Sell
2,707
-17
-0.6% -$2.55K 0.14% 81
2017
Q3 		$404K Sell
2,724
-57
-2% -$8.02K 0.14% 79
2017
Q2 		$392K Sell
2,781
-715
-20% -$99K 0.14% 79
2017
Q1 		$481K Sell
3,496
-67,173
-95% -$9.18M 0.18% 63
2016
Q4 		$9.53M Buy
+70,669
New +$9.03M 2.72% 6

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

Aveo Capital Partners's IWM Position: Q1 2025 in Review

Aveo Capital Partners sold out of iShares Russell 2000 ETF (IWM) in Q1 2025, closing a stake of 3,540 shares — an estimated $782K sold.

Aveo Capital Partners first reported a position in IWM in Q4 2016 and held it in 21 quarters. The position peaked at $9.53M in Q4 2016. 2,359 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

  • Aveo Capital Partners reported no remaining iShares Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 3,540 iShares Russell 2000 ETF shares in Q1 2025, an estimated $782K.
  • Aveo Capital Partners first reported a position in iShares Russell 2000 ETF in Q4 2016 and held it in 21 quarters.
  • Aveo Capital Partners's iShares Russell 2000 ETF position peaked at $9.53M in Q4 2016.
  • 2,359 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.