Campbell Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Campbell Wealth Management’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
2024 Q4	$3.81M	Buy	17,250 +1,925	+13%	+$439K	0.34%	19
2024 Q3	$3.38M	Buy	+15,325	New	+$3.28M	0.3%	20
2024 Q2	–	Sell	-15,606	Closed	-$3.28M	–	66
2024 Q1	$3.28M	Buy	+15,606	New	+$3.11M	0.33%	19
2023 Q4	–	Sell	-1,364	Closed	-$241K	–	66
2023 Q3	$241K	Buy	1,364 +192	+16%	+$36K	0.03%	62
2023 Q2	$219K	Buy	+1,172	New	+$209K	0.03%	70
2020 Q3	–	Sell	-851	Closed	-$122K	–	209
2020 Q2	$122K	Buy	+851	New	+$112K	0.02%	81

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

Campbell Wealth Management's IWM Position: Q4 2024 in Review

Campbell Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 13% in Q4 2024, buying an estimated $439K and bringing the position to 17,250 shares worth $3.81M. The position accounts for 0.34% of the portfolio, ranked #19.

Campbell Wealth Management first reported a position in IWM in Q2 2020 and has held it in 6 quarters since. 2,522 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

Campbell Wealth Management held 17,250 shares of iShares Russell 2000 ETF worth $3.81M as of Q4 2024.
Campbell Wealth Management bought 1,925 iShares Russell 2000 ETF shares in Q4 2024, an estimated $439K.
iShares Russell 2000 ETF made up 0.34% of Campbell Wealth Management's portfolio in Q4 2024, its #19 holding.
Campbell Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2020 and has held it in 6 quarters since.
2,522 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.