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

Cassady Schiller 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	$252K	Hold	1,140	–	–	0.09%	103
2024 Q3	$252K	Sell	1,140 -39	-3%	-$8.35K	0.09%	107
2024 Q2	$239K	Hold	1,179	–	–	0.1%	106
2024 Q1	$248K	Buy	1,179 +34	+3%	+$6.78K	0.11%	101
2023 Q4	$230K	Buy	1,145 +65	+6%	+$11.6K	0.12%	96
2023 Q3	$191K	Sell	1,080 -976	-47%	-$183K	0.11%	103
2023 Q2	$385K	Buy	2,056 +9	+0.4%	+$1.6K	0.21%	75
2023 Q1	$365K	Sell	2,047 -504	-20%	-$92.8K	0.17%	75
2022 Q4	$445K	Buy	2,551 +1	+0%	+$178	0.27%	64
2022 Q3	$421K	Hold	2,550	–	–	0.24%	66
2022 Q2	$432K	Buy	2,550 +2	+0.1%	+$369	0.23%	62
2022 Q1	$523K	Buy	2,548 +671	+36%	+$137K	0.25%	58
2021 Q4	$418K	Buy	+1,877	New	+$424K	0.25%	60

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

Cassady Schiller Wealth Management's IWM Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its iShares Russell 2000 ETF (IWM) position steady in Q4 2024 at 1,140 shares worth $252K. The position accounts for 0.09% of the portfolio, ranked #103.

Cassady Schiller Wealth Management first reported a position in IWM in Q4 2021 and has held it in 13 quarters since. The position peaked at $523K in Q1 2022. 2,522 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

Cassady Schiller Wealth Management held 1,140 shares of iShares Russell 2000 ETF worth $252K as of Q4 2024.
Cassady Schiller Wealth Management left its iShares Russell 2000 ETF share count unchanged in Q4 2024.
iShares Russell 2000 ETF made up 0.09% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #103 holding.
Cassady Schiller Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 13 quarters since.
Cassady Schiller Wealth Management's iShares Russell 2000 ETF position peaked at $523K in Q1 2022.
2,522 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.