Exchange Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Exchange Capital 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
2025 Q1	–	Sell	-956	Closed	-$211K	–	210
2024 Q4	$211K	Buy	+956	New	+$218K	0.03%	206
2024 Q2	–	Sell	-979	Closed	-$206K	–	194
2024 Q1	$206K	Buy	+979	New	+$195K	0.03%	185
2022 Q2	–	Sell	-1,118	Closed	-$229K	–	162
2022 Q1	$229K	Hold	1,118	–	–	0.04%	159
2021 Q4	$249K	Buy	+1,118	New	+$253K	0.05%	162
2018 Q1	–	Sell	-142	Closed	-$22K	–	264
2017 Q4	$22K	Hold	142	–	–	0.01%	170
2017 Q3	$21K	Buy	+142	New	+$20K	0.01%	178
2016 Q3	–	Sell	-330	Closed	-$38K	–	251
2016 Q2	$38K	Buy	+330	New	+$37.2K	0.02%	112
2015 Q1	–	Sell	-349	Closed	-$42K	–	211
2014 Q4	$42K	Buy	349 +54	+18%	+$6.18K	0.02%	110
2014 Q3	$32K	Sell	295 -57	-16%	-$6.52K	0.01%	110
2014 Q2	$42K	Sell	352 -263	-43%	-$29.9K	0.02%	98
2014 Q1	$72K	Buy	615 +527	+599%	+$60.8K	0.03%	86
2013 Q4	$10K	Buy	88 +58	+193%	+$6.41K	﹤0.01%	152
2013 Q3	$3K	Sell	30 -121	-80%	-$12.5K	﹤0.01%	184
2013 Q2	$15K	Buy	+151	New	+$14.4K	0.01%	116

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Exchange Capital Management's IWM Position: Q1 2025 in Review

Exchange Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2025, closing a stake of 956 shares — an estimated $211K sold.

Exchange Capital Management first reported a position in IWM in Q2 2013 and held it in 14 quarters. The position peaked at $249K in Q4 2021. 2,366 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

Exchange Capital Management reported no remaining iShares Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
Exchange Capital Management sold 956 iShares Russell 2000 ETF shares in Q1 2025, an estimated $211K.
Exchange Capital Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 14 quarters.
Exchange Capital Management's iShares Russell 2000 ETF position peaked at $249K in Q4 2021.
2,366 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

Based on Exchange Capital Management's 13F filing for Q1 2025, filed 1 May 2025.