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Kiely Wealth Advisory Group’s iShares Russell 2000 ETF IWM Stock Holding History

Kiely Wealth Advisory Group’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 		$158K Hold
695
– – 0.1% 70
2024
Q3 		$165K Hold
695
– – 0.1% 66
2024
Q2 		$143K Hold
695
– – 0.08% 60
2024
Q1 		$139K Sell
695
-56
-7% -$11.2K 0.08% 57
2023
Q4 		$148K Buy
+751
New +$135K 0.09% 56

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

Kiely Wealth Advisory Group's IWM Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its iShares Russell 2000 ETF (IWM) position steady in Q4 2024 at 695 shares worth $158K. The position accounts for 0.1% of the portfolio, ranked #70.

Kiely Wealth Advisory Group first reported a position in IWM in Q4 2023 and has held it in 5 quarters since. The position peaked at $165K in Q3 2024. 2,522 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

  • Kiely Wealth Advisory Group held 695 shares of iShares Russell 2000 ETF worth $158K as of Q4 2024.
  • Kiely Wealth Advisory Group left its iShares Russell 2000 ETF share count unchanged in Q4 2024.
  • iShares Russell 2000 ETF made up 0.1% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #70 holding.
  • Kiely Wealth Advisory Group first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's iShares Russell 2000 ETF position peaked at $165K in Q3 2024.
  • 2,522 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.