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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Holocene Advisors New York $41.5B AUM 42.97% 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. 2,362 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.
2,362 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.