Brendel Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Brendel Financial Advisors’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 Q1	–	Sell	-3,441	Closed	-$760K	–	100
2024 Q4	$760K	Sell	3,441 -32	-0.9%	-$7.3K	0.46%	51
2024 Q3	$767K	Sell	3,473 -129	-4%	-$27.6K	0.43%	52
2024 Q2	$731K	Buy	+3,602	New	+$728K	0.46%	54
2024 Q1	–	Sell	-3,876	Closed	-$778K	–	78
2023 Q4	$778K	Buy	+3,876	New	+$694K	0.51%	49
2021 Q3	–	Sell	-170	Closed	-$39K	–	172
2021 Q2	$39K	Buy	+170	New	+$38.2K	0.02%	183

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Brendel Financial Advisors's IWM Position: Q1 2025 in Review

Brendel Financial Advisors sold out of iShares Russell 2000 ETF (IWM) in Q1 2025, closing a stake of 3,441 shares — an estimated $760K sold.

Brendel Financial Advisors first reported a position in IWM in Q2 2021 and held it in 5 quarters. The position peaked at $778K in Q4 2023. 2,359 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

Brendel Financial Advisors reported no remaining iShares Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
Brendel Financial Advisors sold 3,441 iShares Russell 2000 ETF shares in Q1 2025, an estimated $760K.
Brendel Financial Advisors first reported a position in iShares Russell 2000 ETF in Q2 2021 and held it in 5 quarters.
Brendel Financial Advisors's iShares Russell 2000 ETF position peaked at $778K in Q4 2023.
2,359 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

Based on Brendel Financial Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.