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Element Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Element Wealth’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
-853
Closed -$188K – 232
2024
Q4 		$188K Buy
853
+344
+68% +$78.4K 0.1% 158
2024
Q3 		$112K Buy
509
+356
+233% +$76.2K 0.06% 172
2024
Q2 		$31K Sell
153
-43
-22% -$8.69K 0.02% 204
2024
Q1 		$41.2K Buy
196
+43
+28% +$8.58K 0.02% 192
2023
Q4 		$30.7K Hold
153
– – 0.02% 190
2023
Q3 		$27K Hold
153
– – 0.02% 185
2023
Q2 		$28.7K Hold
153
– – 0.02% 187
2023
Q1 		$27.3K Hold
153
– – 0.02% 168
2022
Q4 		$26.7K Sell
153
-654
-81% -$116K 0.02% 159
2022
Q3 		$133K Sell
807
-209
-21% -$38.1K 0.12% 113
2022
Q2 		$172K Hold
1,016
– – 0.17% 103
2022
Q1 		$209K Sell
1,016
-104
-9% -$21.2K 0.17% 107
2021
Q4 		$249K Sell
1,120
-374
-25% -$84.5K 0.19% 91
2021
Q3 		$327K Sell
1,494
-26,314
-95% -$5.83M 0.26% 67
2021
Q2 		$6.38M Sell
27,808
-429
-2% -$96.5K 4.98% 6
2021
Q1 		$6.24M Buy
28,237
+12,472
+79% +$2.72M 5.19% 6
2020
Q4 		$3.09M Buy
+15,765
New +$2.76M 2.86% 11

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

Element Wealth's IWM Position: Q1 2025 in Review

Element Wealth sold out of iShares Russell 2000 ETF (IWM) in Q1 2025, closing a stake of 853 shares — an estimated $188K sold.

Element Wealth first reported a position in IWM in Q4 2020 and held it in 17 quarters. The position peaked at $6.38M in Q2 2021. 2,359 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

  • Element Wealth reported no remaining iShares Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
  • Element Wealth sold 853 iShares Russell 2000 ETF shares in Q1 2025, an estimated $188K.
  • Element Wealth first reported a position in iShares Russell 2000 ETF in Q4 2020 and held it in 17 quarters.
  • Element Wealth's iShares Russell 2000 ETF position peaked at $6.38M in Q2 2021.
  • 2,359 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.