Bernardo Wealth Planning’s iShares Russell 2000 ETF IWM Stock Holding History

Bernardo Wealth Planning’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 Q2	–	Sell	-1,325	Closed	-$264K	–	123
2025 Q1	$264K	Hold	1,325	–	–	0.06%	97
2024 Q4	$287K	Buy	+1,325	New	+$302K	0.07%	90
2021 Q1	–	Sell	-1,779	Closed	-$348K	–	109
2020 Q4	$348K	Buy	1,779 +5	+0.3%	+$875	0.13%	123
2020 Q3	$265K	Sell	1,774 -7	-0.4%	-$1.05K	0.12%	128
2020 Q2	$255K	Sell	1,781 -93	-5%	-$12.2K	0.14%	119
2020 Q1	$214K	Sell	1,874 -847	-31%	-$126K	0.15%	123
2019 Q4	$450K	Sell	2,721 -136	-5%	-$21.5K	0.27%	86
2019 Q3	$432K	Sell	2,857 -20	-0.7%	-$3.05K	0.31%	83
2019 Q2	$447K	Sell	2,877 -60	-2%	-$9.25K	0.35%	76
2019 Q1	$450K	Hold	2,937	–	–	0.36%	73
2018 Q4	$393K	Buy	+2,937	New	+$438K	0.35%	73

Other funds holding IWM

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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Bernardo Wealth Planning's IWM Position: Q2 2025 in Review

Bernardo Wealth Planning sold out of iShares Russell 2000 ETF (IWM) in Q2 2025, closing a stake of 1,325 shares — an estimated $264K sold.

Bernardo Wealth Planning first reported a position in IWM in Q4 2018 and held it in 11 quarters. The position peaked at $450K in Q4 2019. 2,367 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

Bernardo Wealth Planning reported no remaining iShares Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
Bernardo Wealth Planning sold 1,325 iShares Russell 2000 ETF shares in Q2 2025, an estimated $264K.
Bernardo Wealth Planning first reported a position in iShares Russell 2000 ETF in Q4 2018 and held it in 11 quarters.
Bernardo Wealth Planning's iShares Russell 2000 ETF position peaked at $450K in Q4 2019.
2,367 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Bernardo Wealth Planning's 13F filing for Q2 2025, filed 13 Aug 2025.