Householder Group Estate & Retirement Specialist’s iShares Russell 2000 ETF IWM Stock Holding History

Householder Group Estate & Retirement Specialist’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	-2,074	Closed	-$458K	–	876
2024 Q3	$458K	Sell	2,074 -113	-5%	-$24.2K	0.13%	145
2024 Q2	$443K	Sell	2,187 -489	-18%	-$98.8K	0.12%	147
2024 Q1	$563K	Sell	2,676 -33	-1%	-$6.58K	0.17%	124
2023 Q4	$543K	Sell	2,709 -408	-13%	-$73.1K	0.18%	109
2023 Q3	$551K	Buy	+3,117	New	+$585K	0.2%	100
2023 Q1	$708K	Buy	+3,969	New	+$731K	0.27%	82
2022 Q4	–	Sell	-3,503	Closed	-$577K	–	719
2022 Q3	$577K	Sell	3,503 -264	-7%	-$48.2K	0.24%	94
2022 Q2	$638K	Sell	3,767 -123	-3%	-$22.7K	0.29%	84
2022 Q1	$799K	Sell	3,890 -754	-16%	-$154K	0.32%	85
2021 Q4	$1.03M	Buy	+4,644	New	+$1.05M	0.38%	69

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

Householder Group Estate & Retirement Specialist's IWM Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares Russell 2000 ETF (IWM) in Q4 2024, closing a stake of 2,074 shares — an estimated $458K sold.

Householder Group Estate & Retirement Specialist first reported a position in IWM in Q4 2021 and held it in 10 quarters. The position peaked at $1.03M in Q4 2021. 2,522 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares Russell 2000 ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 2,074 iShares Russell 2000 ETF shares in Q4 2024, an estimated $458K.
Householder Group Estate & Retirement Specialist first reported a position in iShares Russell 2000 ETF in Q4 2021 and held it in 10 quarters.
Householder Group Estate & Retirement Specialist's iShares Russell 2000 ETF position peaked at $1.03M in Q4 2021.
2,522 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.