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Hobbs Group Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Hobbs Group Advisors’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
2024
Q4 		– Sell
-18
Closed -$3.98K – 386
2024
Q3 		$3.98K Hold
18
– – ﹤0.01% 520
2024
Q2 		$3.65K Buy
+18
New +$3.64K ﹤0.01% 489
2023
Q4 		$3.61K Buy
+18
New +$3.23K ﹤0.01% 429

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hobbs Group Advisors's IWM Position: Q4 2024 in Review

Hobbs Group Advisors sold out of iShares Russell 2000 ETF (IWM) in Q4 2024, closing a stake of 18 shares — an estimated $3.98K sold.

Hobbs Group Advisors first reported a position in IWM in Q4 2023 and held it in 3 quarters. The position peaked at $3.98K in Q3 2024. 2,522 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

  • Hobbs Group Advisors reported no remaining iShares Russell 2000 ETF position as of Q4 2024 after selling out during the quarter.
  • Hobbs Group Advisors sold 18 iShares Russell 2000 ETF shares in Q4 2024, an estimated $3.98K.
  • Hobbs Group Advisors first reported a position in iShares Russell 2000 ETF in Q4 2023 and held it in 3 quarters.
  • Hobbs Group Advisors's iShares Russell 2000 ETF position peaked at $3.98K in Q3 2024.
  • 2,522 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

Based on Hobbs Group Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.