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Hill Island Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Hill Island Financial’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
Q2 		– Sell
-18,799
Closed -$3.75M – 78
2025
Q1 		$3.75M Sell
18,799
-865
-4% -$188K 1.1% 14
2024
Q4 		$4.34M Buy
19,664
+61
+0.3% +$13.9K 1.27% 17
2024
Q3 		$4.33M Buy
19,603
+55
+0.3% +$11.8K 1.31% 13
2024
Q2 		$3.97M Buy
19,548
+55
+0.3% +$11.1K 1.3% 13
2024
Q1 		$4.1M Sell
19,493
-5,051
-21% -$1.01M 1.35% 13
2023
Q4 		$4.93M Buy
24,544
+907
+4% +$162K 1.68% 13
2023
Q3 		$4.18M Hold
23,637
– – 1.66% 13
2023
Q2 		$4.43M Buy
23,637
+62
+0.3% +$11.1K 1.68% 13
2023
Q1 		$4.05M Buy
23,575
+85
+0.4% +$15.7K 1.63% 13
2022
Q4 		$4.1M Buy
+23,490
New +$4.18M 1.78% 12

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Hill Island Financial's IWM Position: Q2 2025 in Review

Hill Island Financial sold out of iShares Russell 2000 ETF (IWM) in Q2 2025, closing a stake of 18,799 shares — an estimated $3.75M sold.

Hill Island Financial first reported a position in IWM in Q4 2022 and held it in 10 quarters. The position peaked at $4.93M in Q4 2023. 2,362 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

  • Hill Island Financial reported no remaining iShares Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
  • Hill Island Financial sold 18,799 iShares Russell 2000 ETF shares in Q2 2025, an estimated $3.75M.
  • Hill Island Financial first reported a position in iShares Russell 2000 ETF in Q4 2022 and held it in 10 quarters.
  • Hill Island Financial's iShares Russell 2000 ETF position peaked at $4.93M in Q4 2023.
  • 2,362 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Hill Island Financial's 13F filing for Q2 2025, filed 22 Jul 2025.