Castleview Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Castleview Partners’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	-100	Closed	-$22.1K	–	374
2024 Q4	$22.1K	Hold	100	–	–	0.01%	458
2024 Q3	$22.1K	Hold	100	–	–	0.01%	434
2024 Q2	$20.3K	Hold	100	–	–	0.01%	439
2024 Q1	$21K	Sell	100 -21	-17%	-$4.19K	0.01%	461
2023 Q4	$24.3K	Buy	121 +40	+49%	+$7.17K	0.02%	407
2023 Q3	$14.3K	Sell	81 -15	-16%	-$2.82K	0.01%	394
2023 Q2	$18K	Sell	96 -2,160	-96%	-$385K	0.02%	371
2023 Q1	$402K	Sell	2,256 -200	-8%	-$36.8K	0.36%	66
2022 Q4	$428K	Hold	2,456	–	–	0.42%	55
2022 Q3	$405K	Buy	2,456 +2,313	+1,617%	+$422K	0.39%	57
2022 Q2	$13.2K	Sell	143 -2,627	-95%	-$484K	0.01%	430
2022 Q1	$568K	Sell	2,770 -1,743,240	-100%	-$356M	0.35%	52
2021 Q4	$7.85K	Buy	+1,746,010	New	+$395M	0.06%	115
2021 Q2	$2.35M	Buy	+10,248	New	+$2.3M	1.03%	18
2018 Q1	$2.31M	Buy	+15,192	New	+$2.35M	1.91%	14

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

Castleview Partners's IWM Position: Q1 2025 in Review

Castleview Partners sold out of iShares Russell 2000 ETF (IWM) in Q1 2025, closing a stake of 100 shares — an estimated $22.1K sold.

Castleview Partners first reported a position in IWM in Q1 2018 and held it in 15 quarters. The position peaked at $2.35M in Q2 2021. 2,359 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

Castleview Partners reported no remaining iShares Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 100 iShares Russell 2000 ETF shares in Q1 2025, an estimated $22.1K.
Castleview Partners first reported a position in iShares Russell 2000 ETF in Q1 2018 and held it in 15 quarters.
Castleview Partners's iShares Russell 2000 ETF position peaked at $2.35M in Q2 2021.
2,359 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.