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Breed's Hill Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Breed's Hill Capital’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 		$1.14M Hold
5,260
– – 0.55% 31
2025
Q1 		$1.05M Buy
5,260
+1,100
+26% +$239K 0.57% 31
2024
Q4 		$919K Sell
4,160
-46
-1% -$10.5K 0.48% 33
2024
Q3 		$929K Sell
4,206
-9
-0.2% -$1.93K 0.76% 24
2024
Q2 		$855K Buy
4,215
+55
+1% +$11.1K 0.76% 27
2024
Q1 		$875K Buy
4,160
+115
+3% +$22.9K 0.81% 24
2023
Q4 		$812K Buy
+4,045
New +$725K 0.79% 25

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.3B AUM 42.97% 1-Year Est. Return