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Edge Capital Group’s iShares Russell 2000 ETF IWM Stock Holding History

Edge Capital Group’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 		$3.71M Sell
16,803
-1,298
-7% -$296K 0.17% 104
2024
Q3 		$4M Sell
18,101
-354
-2% -$75.8K 0.18% 104
2024
Q2 		$3.74M Sell
18,455
-300
-2% -$60.6K 0.18% 105
2024
Q1 		$3.94M Sell
18,755
-421
-2% -$84K 0.2% 101
2023
Q4 		$3.85M Sell
19,176
-12,814
-40% -$2.3M 0.21% 92
2023
Q3 		$5.65M Buy
31,990
+6,593
+26% +$1.24M 0.37% 60
2023
Q2 		$4.76M Buy
25,397
+11,425
+82% +$2.04M 0.27% 82
2023
Q1 		$2.49M Sell
13,972
-168
-1% -$30.9K 0.15% 112
2022
Q4 		$2.47M Sell
14,140
-4,281
-23% -$761K 0.17% 96
2022
Q3 		$3.04M Sell
18,421
-1,086
-6% -$198K 0.25% 79
2022
Q2 		$3.3M Sell
19,507
-4,821
-20% -$889K 0.29% 72
2022
Q1 		$4.99M Sell
24,328
-37,424
-61% -$7.63M 0.34% 68
2021
Q4 		$13.7M Buy
61,752
+38,164
+162% +$8.62M 0.97% 20
2021
Q3 		$5.16M Buy
23,588
+3,298
+16% +$731K 0.41% 57
2021
Q2 		$4.65M Sell
20,290
-12,434
-38% -$2.8M 0.37% 59
2021
Q1 		$7.23M Sell
32,724
-21,167
-39% -$4.62M 0.61% 40
2020
Q4 		$10.6M Sell
53,891
-6,669
-11% -$1.17M 0.89% 24
2020
Q3 		$9.07M Buy
60,560
+2,662
+5% +$400K 0.91% 21
2020
Q2 		$8.29M Buy
57,898
+28,668
+98% +$3.76M 0.87% 26
2020
Q1 		$3.35M Sell
29,230
-8,394
-22% -$1.25M 0.4% 58
2019
Q4 		$6.23M Buy
37,624
+539
+1% +$85.2K 0.61% 43
2019
Q3 		$5.61M Sell
37,085
-2,946
-7% -$450K 0.57% 49
2019
Q2 		$6.22M Sell
40,031
-69,123
-63% -$10.7M 0.6% 45
2019
Q1 		$16.7M Sell
109,154
-7,099
-6% -$1.07M 1.65% 9
2018
Q4 		$15.6M Buy
+116,253
New +$17.3M 1.69% 10

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

Edge Capital Group's IWM Position: Q4 2024 in Review

Edge Capital Group reduced its iShares Russell 2000 ETF (IWM) stake by 7.2% in Q4 2024, selling an estimated $296K and leaving 16,803 shares worth $3.71M. The position accounts for 0.17% of the portfolio, ranked #104.

Edge Capital Group first reported a position in IWM in Q4 2018 and has held it in 25 quarters since. The position peaked at $16.7M in Q1 2019. 2,522 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

  • Edge Capital Group held 16,803 shares of iShares Russell 2000 ETF worth $3.71M as of Q4 2024.
  • Edge Capital Group sold 1,298 iShares Russell 2000 ETF shares in Q4 2024, an estimated $296K.
  • iShares Russell 2000 ETF made up 0.17% of Edge Capital Group's portfolio in Q4 2024, its #104 holding.
  • Edge Capital Group first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's iShares Russell 2000 ETF position peaked at $16.7M in Q1 2019.
  • 2,522 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.