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Hel Ved Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Hel Ved Capital 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
2026
Q1 		$41.4M Buy
+166,900
New +$43.1M 4.91% 5
2025
Q4 		– Sell
-10,000
Closed -$2.42M – 67
2025
Q3 		$2.42M Buy
+10,000
New +$2.29M 0.51% 44

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Hel Ved Capital Management's IWM Position: Q4 2024 in Review

Hel Ved Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q4 2024, closing a stake of 72,480 shares — an estimated $16M sold.

Hel Ved Capital Management first reported a position in IWM in Q3 2024 and held it in 1 quarter. The position peaked at $16M in Q3 2024. 2,522 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

  • Hel Ved Capital Management reported no remaining iShares Russell 2000 ETF position as of Q4 2024 after selling out during the quarter.
  • Hel Ved Capital Management sold 72,480 iShares Russell 2000 ETF shares in Q4 2024, an estimated $16M.
  • Hel Ved Capital Management first reported a position in iShares Russell 2000 ETF in Q3 2024 and held it in 1 quarter.
  • Hel Ved Capital Management's iShares Russell 2000 ETF position peaked at $16M in Q3 2024.
  • 2,522 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

Based on Hel Ved Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.