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

Executive 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 		$225K Sell
1,018
-682
-40% -$156K 0.02% 245
2024
Q3 		$376K Buy
+1,700
New +$364K 0.03% 199
2024
Q2 		– Sell
-1,607
Closed -$335K – 192
2024
Q1 		$335K Buy
+1,607
New +$321K 0.03% 185
2022
Q2 		– Sell
-1,576
Closed -$323K – 196
2022
Q1 		$323K Sell
1,576
-718
-31% -$146K 0.04% 158
2021
Q4 		$510K Buy
2,294
+467
+26% +$106K 0.05% 137
2021
Q3 		$399K Sell
1,827
-123
-6% -$27.3K 0.04% 144
2021
Q2 		$447K Buy
1,950
+256
+15% +$57.6K 0.05% 139
2021
Q1 		$374K Buy
1,694
+575
+51% +$126K 0.04% 142
2020
Q4 		$219K Buy
+1,119
New +$196K 0.03% 165
2019
Q3 		– Sell
-1,454
Closed -$226K – 466
2019
Q2 		$226K Buy
1,454
+335
+30% +$51.6K 0.03% 149
2019
Q1 		$171K Buy
1,119
+636
+132% +$95.6K 0.03% 157
2018
Q4 		$65K Buy
+483
New +$72.1K 0.01% 244

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

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

Executive Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 40% in Q4 2024, selling an estimated $156K and leaving 1,018 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #245.

Executive Wealth Management first reported a position in IWM in Q4 2018 and has held it in 12 quarters since. The position peaked at $510K in Q4 2021. 2,522 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

  • Executive Wealth Management held 1,018 shares of iShares Russell 2000 ETF worth $225K as of Q4 2024.
  • Executive Wealth Management sold 682 iShares Russell 2000 ETF shares in Q4 2024, an estimated $156K.
  • iShares Russell 2000 ETF made up 0.02% of Executive Wealth Management's portfolio in Q4 2024, its #245 holding.
  • Executive Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 12 quarters since.
  • Executive Wealth Management's iShares Russell 2000 ETF position peaked at $510K in Q4 2021.
  • 2,522 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

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