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

Berkeley 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
2024 Q4	–	Sell	-2,314	Closed	-$511K	–	177
2024 Q3	$511K	Buy	2,314 +6	+0.3%	+$1.28K	0.15%	112
2024 Q2	$468K	Hold	2,308	–	–	0.14%	112
2024 Q1	$485K	Sell	2,308 -173	-7%	-$34.5K	0.15%	115
2023 Q4	$498K	Hold	2,481	–	–	0.16%	108
2023 Q3	$438K	Hold	2,481	–	–	0.16%	103
2023 Q2	$465K	Hold	2,481	–	–	0.16%	99
2023 Q1	$443K	Sell	2,481 -197	-7%	-$36.3K	0.16%	92
2022 Q4	$467K	Hold	2,678	–	–	0.18%	97
2022 Q3	$442K	Hold	2,678	–	–	0.19%	88
2022 Q2	$454K	Hold	2,678	–	–	0.19%	91
2022 Q1	$550K	Sell	2,678 -2,609	-49%	-$532K	0.22%	91
2021 Q4	$1.18M	Buy	+5,287	New	+$1.19M	0.48%	27

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Berkeley Capital Partners's IWM Position: Q4 2024 in Review

Berkeley Capital Partners sold out of iShares Russell 2000 ETF (IWM) in Q4 2024, closing a stake of 2,314 shares — an estimated $511K sold.

Berkeley Capital Partners first reported a position in IWM in Q4 2021 and held it in 12 quarters. The position peaked at $1.18M in Q4 2021. 2,522 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

Berkeley Capital Partners reported no remaining iShares Russell 2000 ETF position as of Q4 2024 after selling out during the quarter.
Berkeley Capital Partners sold 2,314 iShares Russell 2000 ETF shares in Q4 2024, an estimated $511K.
Berkeley Capital Partners first reported a position in iShares Russell 2000 ETF in Q4 2021 and held it in 12 quarters.
Berkeley Capital Partners's iShares Russell 2000 ETF position peaked at $1.18M in Q4 2021.
2,522 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

Based on Berkeley Capital Partners's 13F filing for Q4 2024, filed 11 Feb 2025.