Kolinsky Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Kolinsky Wealth 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
2024 Q4	$693K	Buy	3,136 +437	+16%	+$99.6K	0.42%	43
2024 Q3	$596K	Buy	2,699 +810	+43%	+$173K	0.39%	55
2024 Q2	$383K	Buy	1,889 +224	+13%	+$45.3K	0.27%	80
2024 Q1	$350K	Sell	1,665 -66	-4%	-$13.2K	0.27%	90
2023 Q4	$347K	Buy	1,731 +419	+32%	+$75.1K	0.31%	81
2023 Q3	$232K	Buy	1,312 +9	+0.7%	+$1.69K	0.23%	110
2023 Q2	$243K	Buy	1,303 +181	+16%	+$32.3K	0.23%	107
2023 Q1	$200K	Buy	+1,122	New	+$207K	0.21%	122
2022 Q2	–	Sell	-1,058	Closed	-$217K	–	135
2022 Q1	$217K	Buy	+1,058	New	+$216K	0.21%	124

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kolinsky Wealth Management's IWM Position: Q4 2024 in Review

Kolinsky Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 16% in Q4 2024, buying an estimated $99.6K and bringing the position to 3,136 shares worth $693K. The position accounts for 0.42% of the portfolio, ranked #43.

Kolinsky Wealth Management first reported a position in IWM in Q1 2022 and has held it in 9 quarters since. 2,527 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

Kolinsky Wealth Management held 3,136 shares of iShares Russell 2000 ETF worth $693K as of Q4 2024.
Kolinsky Wealth Management bought 437 iShares Russell 2000 ETF shares in Q4 2024, an estimated $99.6K.
iShares Russell 2000 ETF made up 0.42% of Kolinsky Wealth Management's portfolio in Q4 2024, its #43 holding.
Kolinsky Wealth Management first reported a position in iShares Russell 2000 ETF in Q1 2022 and has held it in 9 quarters since.
2,527 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.