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

Bay Harbor 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
2024 Q4	–	Sell	-50	Closed	-$11K	–	188
2024 Q3	$11K	Hold	50	–	–	﹤0.01%	120
2024 Q2	$10.1K	Hold	50	–	–	﹤0.01%	118
2024 Q1	$10.5K	Buy	+50	New	+$9.97K	﹤0.01%	119
2021 Q1	–	Sell	-58	Closed	-$11K	–	324
2020 Q4	$11K	Hold	58	–	–	0.01%	227
2020 Q3	$9K	Buy	58 +50	+625%	+$7.52K	﹤0.01%	235
2020 Q2	$1K	Buy	+8	New	+$1.05K	﹤0.01%	316
2019 Q4	–	Sell	-45	Closed	-$7K	–	360
2019 Q3	$7K	Sell	45 -12	-21%	-$1.83K	﹤0.01%	250
2019 Q2	$9K	Sell	57 -7	-11%	-$1.08K	0.01%	239
2019 Q1	$10K	Buy	64 +38	+146%	+$5.71K	0.01%	273
2018 Q4	$3K	Buy	+26	New	+$3.88K	﹤0.01%	304

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

Bay Harbor Wealth Management's IWM Position: Q4 2024 in Review

Bay Harbor Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q4 2024, closing a stake of 50 shares — an estimated $11K sold.

Bay Harbor Wealth Management first reported a position in IWM in Q4 2018 and held it in 10 quarters. The position peaked at $11K in Q3 2024. 2,528 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

Bay Harbor Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q4 2024 after selling out during the quarter.
Bay Harbor Wealth Management sold 50 iShares Russell 2000 ETF shares in Q4 2024, an estimated $11K.
Bay Harbor Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2018 and held it in 10 quarters.
Bay Harbor Wealth Management's iShares Russell 2000 ETF position peaked at $11K in Q3 2024.
2,528 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

Based on Bay Harbor Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.