Financiere des Professionnels’s iShares Russell 2000 ETF IWM Stock Holding History

Financiere des Professionnels’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	-10,400	Closed	-$2.3M	–	189
2024 Q4	$2.3M	Hold	10,400	–	–	0.16%	113
2024 Q3	$2.3M	Hold	10,400	–	–	0.16%	115
2024 Q2	$2.1M	Sell	10,400 -22,000	-68%	-$4.45M	0.16%	118
2024 Q1	$6.81M	Hold	32,400	–	–	0.55%	55
2023 Q4	$6.5M	Buy	32,400 +18,000	+125%	+$3.22M	0.57%	55
2023 Q3	$2.55M	Buy	+14,400	New	+$2.7M	0.24%	98

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

Financiere des Professionnels's IWM Position: Q1 2025 in Review

Financiere des Professionnels sold out of iShares Russell 2000 ETF (IWM) in Q1 2025, closing a stake of 10,400 shares — an estimated $2.3M sold.

Financiere des Professionnels first reported a position in IWM in Q3 2023 and held it in 6 quarters. The position peaked at $6.81M in Q1 2024. 2,359 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

Financiere des Professionnels reported no remaining iShares Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
Financiere des Professionnels sold 10,400 iShares Russell 2000 ETF shares in Q1 2025, an estimated $2.3M.
Financiere des Professionnels first reported a position in iShares Russell 2000 ETF in Q3 2023 and held it in 6 quarters.
Financiere des Professionnels's iShares Russell 2000 ETF position peaked at $6.81M in Q1 2024.
2,359 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

Based on Financiere des Professionnels's 13F filing for Q1 2025, filed 29 Apr 2025.