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F/M Investments’s iShares Russell 2000 ETF IWM Stock Holding History

F/M Investments’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 		– Sell
-40,198
Closed -$8.88M – 406
2024
Q3 		$8.88M Sell
40,198
-505
-1% -$108K 0.28% 117
2024
Q2 		$8.26M Buy
+40,703
New +$8.23M 0.3% 113

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

F/M Investments's IWM Position: Q4 2024 in Review

F/M Investments sold out of iShares Russell 2000 ETF (IWM) in Q4 2024, closing a stake of 40,198 shares — an estimated $8.88M sold.

F/M Investments first reported a position in IWM in Q2 2024 and held it in 2 quarters. The position peaked at $8.88M in Q3 2024. 2,522 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

  • F/M Investments reported no remaining iShares Russell 2000 ETF position as of Q4 2024 after selling out during the quarter.
  • F/M Investments sold 40,198 iShares Russell 2000 ETF shares in Q4 2024, an estimated $8.88M.
  • F/M Investments first reported a position in iShares Russell 2000 ETF in Q2 2024 and held it in 2 quarters.
  • F/M Investments's iShares Russell 2000 ETF position peaked at $8.88M in Q3 2024.
  • 2,522 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

Based on F/M Investments's 13F filing for Q4 2024, filed 13 Feb 2025.