FWM
IWM icon

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

FFT 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
2025
Q1 		– Sell
-18,176
Closed -$4.02M – 144
2024
Q4 		$4.02M Hold
18,176
– – 0.3% 40
2024
Q3 		$4.01M Sell
18,176
-611
-3% -$131K 0.3% 40
2024
Q2 		$3.81M Buy
18,787
+440
+2% +$88.9K 0.34% 35
2024
Q1 		$3.86M Hold
18,347
– – 0.33% 33
2023
Q4 		$3.68M Buy
18,347
+173
+1% +$31K 0.32% 29
2023
Q3 		$3.21M Hold
18,174
– – 0.41% 25
2023
Q2 		$3.4M Buy
18,174
+1
+0% +$178 0.42% 24
2023
Q1 		$3.24M Hold
18,173
– – 0.4% 26
2022
Q4 		$3.17M Buy
18,173
+1
+0% +$178 0.41% 27
2022
Q3 		$3M Buy
18,172
+1
+0% +$182 0.42% 22
2022
Q2 		$3.08M Buy
18,171
+136
+0.8% +$25.1K 0.34% 24
2022
Q1 		$3.7M Sell
18,035
-24,268
-57% -$4.95M 0.35% 26
2021
Q4 		$9.41M Buy
42,303
+76
+0.2% +$17.2K 0.84% 24
2021
Q3 		$9.24M Buy
42,227
+73
+0.2% +$16.2K 0.87% 23
2021
Q2 		$9.67M Buy
42,154
+24,119
+134% +$5.42M 2.17% 11
2021
Q1 		$3.98M Hold
18,035
– – 1.31% 13
2020
Q4 		$3.54M Hold
18,035
– – 1.22% 13
2020
Q3 		$2.7M Hold
18,035
– – 1.16% 12
2020
Q2 		$2.58M Hold
18,035
– – 0.78% 17
2020
Q1 		$2.06M Hold
18,035
– – 0.61% 22
2019
Q4 		$2.99M Hold
18,035
– – 0.79% 23
2019
Q3 		$2.73M Buy
+18,035
New +$2.75M 0.82% 23
2017
Q3 		– Sell
-16,998
Closed -$2.4M – 52
2017
Q2 		$2.4M Sell
16,998
-4,257
-20% -$589K 0.77% 25
2017
Q1 		$2.92M Buy
21,255
+8,533
+67% +$1.17M 0.93% 23
2016
Q4 		$1.72M Buy
+12,722
New +$1.63M 0.4% 35

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FFT Wealth Management's IWM Position: Q1 2025 in Review

FFT Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2025, closing a stake of 18,176 shares — an estimated $4.02M sold.

FFT Wealth Management first reported a position in IWM in Q4 2016 and held it in 25 quarters. The position peaked at $9.67M in Q2 2021. 2,365 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

  • FFT Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
  • FFT Wealth Management sold 18,176 iShares Russell 2000 ETF shares in Q1 2025, an estimated $4.02M.
  • FFT Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2016 and held it in 25 quarters.
  • FFT Wealth Management's iShares Russell 2000 ETF position peaked at $9.67M in Q2 2021.
  • 2,365 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

Based on FFT Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.