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Eagle Bay Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Eagle Bay 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
2025
Q1 		– Sell
-17
Closed -$3.76K – 546
2024
Q4 		$3.76K Hold
17
– – ﹤0.01% 757
2024
Q3 		$3.75K Buy
17
+8
+89% +$1.71K ﹤0.01% 1087
2024
Q2 		$1.83K Sell
9
-5
-36% -$1.01K ﹤0.01% 897
2024
Q1 		$2.94K Sell
14
-3
-18% -$598 ﹤0.01% 834
2023
Q4 		$3.41K Sell
17
-120
-88% -$21.5K ﹤0.01% 690
2023
Q3 		$24.2K Buy
137
+17
+14% +$3.19K 0.01% 504
2023
Q2 		$22.5K Sell
120
-3
-2% -$535 0.01% 516
2023
Q1 		$21.9K Buy
123
+6
+5% +$1.1K 0.01% 522
2022
Q4 		$20.4K Buy
117
+1
+0.9% +$178 0.01% 528
2022
Q3 		$19K Sell
116
-480
-81% -$87.5K 0.01% 519
2022
Q2 		$101K Buy
596
+553
+1,286% +$102K 0.06% 198
2022
Q1 		$9K Sell
43
-32
-43% -$6.53K 0.01% 261
2021
Q4 		$17K Sell
75
-47
-39% -$10.6K 0.01% 595
2021
Q3 		$26K Sell
122
-97
-44% -$21.5K 0.01% 564
2021
Q2 		$53K Buy
+219
New +$49.2K 0.04% 320

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Eagle Bay Advisors's IWM Position: Q1 2025 in Review

Eagle Bay Advisors sold out of iShares Russell 2000 ETF (IWM) in Q1 2025, closing a stake of 17 shares — an estimated $3.76K sold.

Eagle Bay Advisors first reported a position in IWM in Q2 2021 and held it in 15 quarters. The position peaked at $101K in Q2 2022. 2,359 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

  • Eagle Bay Advisors reported no remaining iShares Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
  • Eagle Bay Advisors sold 17 iShares Russell 2000 ETF shares in Q1 2025, an estimated $3.76K.
  • Eagle Bay Advisors first reported a position in iShares Russell 2000 ETF in Q2 2021 and held it in 15 quarters.
  • Eagle Bay Advisors's iShares Russell 2000 ETF position peaked at $101K in Q2 2022.
  • 2,359 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.