First Horizon Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.5M | Buy |
141,113
+5,756
| +4% | +$1.16M | 0.79% | 35 |
|
|
2025
Q1 | $27M | Buy |
135,357
+2,656
| +2% | +$576K | 0.76% | 38 |
|
|
2024
Q4 | $29.3M | Buy |
132,701
+2,112
| +2% | +$482K | 0.82% | 32 |
|
|
2024
Q3 | $28.8M | Buy |
130,589
+553
| +0.4% | +$118K | 0.8% | 31 |
|
|
2024
Q2 | $26.4M | Sell |
130,036
-760
| -0.6% | -$154K | 0.8% | 33 |
|
|
2024
Q1 | $27.5M | Buy |
130,796
+1,608
| +1% | +$321K | 0.85% | 31 |
|
|
2023
Q4 | $25.9M | Sell |
129,188
-3,859
| -3% | -$691K | 0.86% | 29 |
|
|
2023
Q3 | $23.5M | Buy |
133,047
+1,802
| +1% | +$338K | 0.85% | 30 |
|
|
2023
Q2 | $24.6M | Buy |
131,245
+2,663
| +2% | +$475K | 0.85% | 26 |
|
|
2023
Q1 | $22.9M | Sell |
128,582
-139
| -0.1% | -$25.6K | 0.82% | 28 |
|
|
2022
Q4 | $22.4M | Buy |
128,721
+3,142
| +3% | +$559K | 0.83% | 29 |
|
|
2022
Q3 | $20.7M | Buy |
125,579
+110
| +0.1% | +$20.1K | 0.83% | 28 |
|
|
2022
Q2 | $21.2M | Buy |
125,469
+56,256
| +81% | +$10.4M | 0.76% | 35 |
|
|
2022
Q1 | $14.2M | Sell |
69,213
-45,152
| -39% | -$9.21M | 0.78% | 31 |
|
|
2021
Q4 | $25.4M | Buy |
114,365
+3,812
| +3% | +$861K | 0.77% | 31 |
|
|
2021
Q3 | $24.2M | Buy |
110,553
+34,416
| +45% | +$7.63M | 0.79% | 29 |
|
|
2021
Q2 | $17.5M | Buy |
76,137
+927
| +1% | +$208K | 0.94% | 26 |
|
|
2021
Q1 | $16.6M | Sell |
75,210
-1,713
| -2% | -$374K | 0.96% | 25 |
|
|
2020
Q4 | $15.1M | Sell |
76,923
-2,493
| -3% | -$436K | 1.01% | 25 |
|
|
2020
Q3 | $11.9M | Sell |
79,416
-977
| -1% | -$147K | 0.89% | 26 |
|
|
2020
Q2 | $11.5M | Buy |
80,393
+87
| +0.1% | +$11.4K | 0.91% | 29 |
|
|
2020
Q1 | $9.19M | Buy |
80,306
+309
| +0.4% | +$46.1K | 0.86% | 31 |
|
|
2019
Q4 | $13.3M | Sell |
79,997
-118
| -0.1% | -$18.6K | 0.98% | 25 |
|
|
2019
Q3 | $12.1M | Buy |
80,115
+1,851
| +2% | +$283K | 0.94% | 28 |
|
|
2019
Q2 | $12.2M | Buy |
78,264
+174
| +0.2% | +$26.8K | 0.94% | 28 |
|
|
2019
Q1 | $12M | Buy |
78,090
+1,740
| +2% | +$261K | 0.96% | 27 |
|
|
2018
Q4 | $10.2M | Buy |
76,350
+3,825
| +5% | +$571K | 0.91% | 27 |
|
|
2018
Q3 | $12.2M | Sell |
72,525
-1,181
| -2% | -$199K | 0.95% | 25 |
|
|
2018
Q2 | $12.1M | Buy |
73,706
+40
| +0.1% | +$6.4K | 1.01% | 20 |
|
|
2018
Q1 | $11.3M | Buy |
73,666
+13,868
| +23% | +$2.14M | 1.1% | 18 |
|
|
2017
Q4 | $9.18M | Buy |
59,798
+893
| +2% | +$134K | 0.87% | 29 |
|
|
2017
Q3 | $8.78M | Buy |
58,905
+1,098
| +2% | +$154K | 0.9% | 25 |
|
|
2017
Q2 | $8.09M | Buy |
57,807
+5,738
| +11% | +$794K | 0.88% | 27 |
|
|
2017
Q1 | $7.19M | Buy |
52,069
+10,003
| +24% | +$1.37M | 0.82% | 32 |
|
|
2016
Q4 | $5.19M | Hold |
42,066
| – | – | 0.66% | 48 |
|
|
2016
Q3 | $5.19M | Buy |
42,066
+2,838
| +7% | +$345K | 0.66% | 48 |
|
|
2016
Q2 | $4.51M | Sell |
39,228
-8,619
| -18% | -$972K | 0.61% | 62 |
|
|
2016
Q1 | $5.3M | Buy |
47,847
+12,823
| +37% | +$1.33M | 0.59% | 55 |
|
|
2015
Q4 | $3.94M | Sell |
35,024
-1,442
| -4% | -$166K | 0.7% | 53 |
|
|
2015
Q3 | $3.98M | Buy |
36,466
+3,050
| +9% | +$362K | 0.61% | 62 |
|
|
2015
Q2 | $4.17M | Buy |
33,416
+1,643
| +5% | +$205K | 0.61% | 61 |
|
|
2015
Q1 | $3.95M | Buy |
31,773
+335
| +1% | +$40.4K | 0.57% | 59 |
|
|
2014
Q4 | $3.76M | Buy |
31,438
+325
| +1% | +$37.2K | 0.58% | 56 |
|
|
2014
Q3 | $3.4M | Buy |
31,113
+134
| +0.4% | +$15.3K | 0.53% | 61 |
|
|
2014
Q2 | $3.66M | Sell |
30,979
-402,484
| -93% | -$45.7M | 0.53% | 53 |
|
|
2014
Q1 | $50M | Buy |
433,463
+402,460
| +1,298% | +$46.4M | 7.01% | 1 |
|
|
2013
Q4 | $3.56M | Sell |
31,003
-398,016
| -93% | -$44M | 0.53% | 39 |
|
|
2013
Q3 | $45.7M | Buy |
+429,019
| New | +$44.4M | 7.35% | 2 |
|
Other funds holding IWM
First Horizon Advisors's IWM Position: Q2 2025 in Review
First Horizon Advisors increased its iShares Russell 2000 ETF (IWM) stake by 4.3% in Q2 2025, buying an estimated $1.16M and bringing the position to 141,113 shares worth $30.5M. The position accounts for 0.79% of the portfolio, ranked #35.
First Horizon Advisors first reported a position in IWM in Q3 2013 and has held it in 48 quarters since. The position peaked at $50M in Q1 2014. 2,363 funds tracked by Wall St. Rank hold IWM as of Q2 2025.
- First Horizon Advisors held 141,113 shares of iShares Russell 2000 ETF worth $30.5M as of Q2 2025.
- First Horizon Advisors bought 5,756 iShares Russell 2000 ETF shares in Q2 2025, an estimated $1.16M.
- iShares Russell 2000 ETF made up 0.79% of First Horizon Advisors's portfolio in Q2 2025, its #35 holding.
- First Horizon Advisors first reported a position in iShares Russell 2000 ETF in Q3 2013 and has held it in 48 quarters since.
- First Horizon Advisors's iShares Russell 2000 ETF position peaked at $50M in Q1 2014.
- 2,363 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.
Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.