Claris Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Claris 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
2024 Q4	–	Sell	-137	Closed	-$30.3K	–	605
2024 Q3	$30.3K	Buy	+137	New	+$29.3K	0.01%	158

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

Claris Advisors's IWM Position: Q4 2024 in Review

Claris Advisors sold out of iShares Russell 2000 ETF (IWM) in Q4 2024, closing a stake of 137 shares — an estimated $30.3K sold.

Claris Advisors first reported a position in IWM in Q3 2024 and held it in 1 quarter. The position peaked at $30.3K in Q3 2024. 2,522 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

Claris Advisors reported no remaining iShares Russell 2000 ETF position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 137 iShares Russell 2000 ETF shares in Q4 2024, an estimated $30.3K.
Claris Advisors first reported a position in iShares Russell 2000 ETF in Q3 2024 and held it in 1 quarter.
Claris Advisors's iShares Russell 2000 ETF position peaked at $30.3K in Q3 2024.
2,522 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.