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Blue Chip Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Blue Chip 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
Q2 		– Sell
-48,064
Closed -$9.59M – 166
2025
Q1 		$9.59M Buy
48,064
+45,931
+2,153% +$9.96M 0.83% 41
2024
Q4 		$471K Buy
+2,133
New +$486K 0.04% 110
2021
Q3 		– Sell
-903
Closed -$207K – 172
2021
Q2 		$207K Sell
903
-159
-15% -$35.7K 0.03% 121
2021
Q1 		$235K Buy
+1,062
New +$232K 0.04% 113

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Blue Chip Partners's IWM Position: Q2 2025 in Review

Blue Chip Partners sold out of iShares Russell 2000 ETF (IWM) in Q2 2025, closing a stake of 48,064 shares — an estimated $9.59M sold.

Blue Chip Partners first reported a position in IWM in Q1 2021 and held it in 4 quarters. The position peaked at $9.59M in Q1 2025. 2,368 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

  • Blue Chip Partners reported no remaining iShares Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
  • Blue Chip Partners sold 48,064 iShares Russell 2000 ETF shares in Q2 2025, an estimated $9.59M.
  • Blue Chip Partners first reported a position in iShares Russell 2000 ETF in Q1 2021 and held it in 4 quarters.
  • Blue Chip Partners's iShares Russell 2000 ETF position peaked at $9.59M in Q1 2025.
  • 2,368 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Blue Chip Partners's 13F filing for Q2 2025, filed 15 Aug 2025.