CWC
IWM icon

Carolinas Wealth Consulting’s iShares Russell 2000 ETF IWM Stock Holding History

Carolinas Wealth Consulting’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
-16,577
Closed -$3.31M – 481
2025
Q1 		$3.31M Buy
16,577
+119
+0.7% +$25.8K 0.71% 29
2024
Q4 		$3.64M Sell
16,458
-316
-2% -$72.1K 0.71% 30
2024
Q3 		$3.71M Sell
16,774
-297
-2% -$63.6K 0.67% 33
2024
Q2 		$3.46M Buy
17,071
+1,541
+10% +$311K 0.67% 33
2024
Q1 		$3.27M Sell
15,530
-135
-0.9% -$26.9K 0.64% 31
2023
Q4 		$3.14M Buy
15,665
+34
+0.2% +$6.09K 0.68% 32
2023
Q3 		$2.57M Sell
15,631
-3,288
-17% -$617K 0.64% 34
2023
Q2 		$3.54M Sell
18,919
-86
-0.5% -$15.3K 0.7% 35
2023
Q1 		$3.39M Sell
19,005
-674
-3% -$124K 0.72% 34
2022
Q4 		$3.43M Buy
19,679
+365
+2% +$64.9K 0.78% 30
2022
Q3 		$3.19M Buy
19,314
+601
+3% +$110K 0.81% 30
2022
Q2 		$3.17M Sell
18,713
-62
-0.3% -$11.4K 0.79% 31
2022
Q1 		$3.85M Buy
18,775
+158
+0.8% +$32.2K 0.85% 29
2021
Q4 		$4.14M Sell
18,617
-2,253
-11% -$509K 0.9% 27
2021
Q3 		$4.57M Sell
20,870
-219
-1% -$48.5K 1.06% 24
2021
Q2 		$4.84M Sell
21,089
-2,688
-11% -$604K 1.06% 26
2021
Q1 		$5.25M Sell
23,777
-956
-4% -$209K 1.28% 23
2020
Q4 		$4.85M Sell
24,733
-1,750
-7% -$306K 1.3% 23
2020
Q3 		$3.97M Buy
26,483
+786
+3% +$118K 1.33% 20
2020
Q2 		$3.68M Sell
25,697
-515
-2% -$67.6K 1.45% 20
2020
Q1 		$3M Buy
26,212
+19,573
+295% +$2.92M 1.62% 19
2019
Q4 		$1.09M Buy
+6,639
New +$1.05M 1.14% 25

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

Carolinas Wealth Consulting's IWM Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares Russell 2000 ETF (IWM) in Q2 2025, closing a stake of 16,577 shares — an estimated $3.31M sold.

Carolinas Wealth Consulting first reported a position in IWM in Q4 2019 and held it in 22 quarters. The position peaked at $5.25M in Q1 2021. 2,367 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining iShares Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 16,577 iShares Russell 2000 ETF shares in Q2 2025, an estimated $3.31M.
  • Carolinas Wealth Consulting first reported a position in iShares Russell 2000 ETF in Q4 2019 and held it in 22 quarters.
  • Carolinas Wealth Consulting's iShares Russell 2000 ETF position peaked at $5.25M in Q1 2021.
  • 2,367 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.