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Financial Insights’s iShares Russell 2000 ETF IWM Stock Holding History

Financial Insights’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
-1,423
Closed -$314K – 126
2024
Q3 		$314K Sell
1,423
-636
-31% -$136K 0.1% 109
2024
Q2 		$418K Hold
2,059
– – 0.12% 110
2024
Q1 		$433K Sell
2,059
-51
-2% -$10.2K 0.12% 115
2023
Q4 		$423K Sell
2,110
-55
-3% -$9.85K 0.13% 106
2023
Q3 		$356K Sell
2,165
-44
-2% -$8.26K 0.13% 109
2023
Q2 		$414K Sell
2,209
-20
-0.9% -$3.57K 0.15% 110
2023
Q1 		$398K Buy
2,229
+213
+11% +$39.2K 0.16% 109
2022
Q4 		$352K Buy
+2,016
New +$359K 0.17% 105
2021
Q3 		– Sell
-229
Closed -$525K – 153
2021
Q2 		$525K Buy
+229
New +$51.5K 0.04% 153

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

Financial Insights's IWM Position: Q4 2024 in Review

Financial Insights sold out of iShares Russell 2000 ETF (IWM) in Q4 2024, closing a stake of 1,423 shares — an estimated $314K sold.

Financial Insights first reported a position in IWM in Q2 2021 and held it in 9 quarters. The position peaked at $525K in Q2 2021. 2,522 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

  • Financial Insights reported no remaining iShares Russell 2000 ETF position as of Q4 2024 after selling out during the quarter.
  • Financial Insights sold 1,423 iShares Russell 2000 ETF shares in Q4 2024, an estimated $314K.
  • Financial Insights first reported a position in iShares Russell 2000 ETF in Q2 2021 and held it in 9 quarters.
  • Financial Insights's iShares Russell 2000 ETF position peaked at $525K in Q2 2021.
  • 2,522 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

Based on Financial Insights's 13F filing for Q4 2024, filed 5 Mar 2025.