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

Dorchester 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	$478K	Buy	2,165 +100	+5%	+$22.8K	0.1%	93
2024 Q3	$456K	Buy	2,065 +165	+9%	+$35.3K	0.08%	107
2024 Q2	$385K	Hold	1,900	–	–	0.07%	113
2024 Q1	$400K	Buy	1,900 +825	+77%	+$165K	0.07%	121
2023 Q4	$216K	Buy	+1,075	New	+$193K	0.04%	144
2015 Q4	–	Sell	-4,000	Closed	-$583K	–	112
2015 Q3	$583K	Buy	+4,000	New	+$474K	0.22%	66

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

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

Dorchester Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 4.8% in Q4 2024, buying an estimated $22.8K and bringing the position to 2,165 shares worth $478K. The position accounts for 0.1% of the portfolio, ranked #93.

Dorchester Wealth Management first reported a position in IWM in Q3 2015 and has held it in 6 quarters since. The position peaked at $583K in Q3 2015. 2,522 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

Dorchester Wealth Management held 2,165 shares of iShares Russell 2000 ETF worth $478K as of Q4 2024.
Dorchester Wealth Management bought 100 iShares Russell 2000 ETF shares in Q4 2024, an estimated $22.8K.
iShares Russell 2000 ETF made up 0.1% of Dorchester Wealth Management's portfolio in Q4 2024, its #93 holding.
Dorchester Wealth Management first reported a position in iShares Russell 2000 ETF in Q3 2015 and has held it in 6 quarters since.
Dorchester Wealth Management's iShares Russell 2000 ETF position peaked at $583K in Q3 2015.
2,522 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

Based on Dorchester Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.