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

Financial Network 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	$110K	Buy	+556	New	+$121K	0.04%	156
2023 Q4	–	Sell	-1,382	Closed	-$240K	–	114
2023 Q3	$240K	Buy	1,382 +175	+14%	+$32.9K	0.12%	88
2023 Q2	$237K	Sell	1,207 -30	-2%	-$5.35K	0.11%	89
2023 Q1	$221K	Buy	1,237 +32	+3%	+$5.89K	0.11%	90
2022 Q4	$210K	Buy	+1,205	New	+$214K	0.11%	96
2022 Q2	–	Sell	-1,129	Closed	-$232K	–	109
2022 Q1	$232K	Buy	+1,129	New	+$230K	0.12%	99
2021 Q4	–	Sell	-1,007	Closed	-$220K	–	118
2021 Q3	$220K	Buy	1,007 +100	+11%	+$22.2K	0.13%	101
2021 Q2	$208K	Buy	+907	New	+$204K	0.12%	104

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Network Wealth Management's IWM Position: Q1 2025 in Review

Financial Network Wealth Management opened a new position in iShares Russell 2000 ETF (IWM) in Q1 2025: 556 shares worth $110K. The stake represents 0.04% of the portfolio and ranks #156 among its holdings. This is a return to the name: Financial Network Wealth Management previously reported a position in IWM as recently as Q3 2023.

Financial Network Wealth Management first reported a position in IWM in Q2 2021 and has held it in 8 quarters since. The position peaked at $240K in Q3 2023. 2,359 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

Financial Network Wealth Management held 556 shares of iShares Russell 2000 ETF worth $110K as of Q1 2025.
iShares Russell 2000 ETF was a new Financial Network Wealth Management position in Q1 2025.
iShares Russell 2000 ETF made up 0.04% of Financial Network Wealth Management's portfolio in Q1 2025, its #156 holding.
Financial Network Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2021 and has held it in 8 quarters since.
Financial Network Wealth Management's iShares Russell 2000 ETF position peaked at $240K in Q3 2023.
2,359 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

Based on Financial Network Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.