Kopp Family Office’s iShares Russell 2000 ETF IWM Stock Holding History

Kopp Family Office’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 Q1	–	Sell	-33,955	Closed	-$9.77M	–	29
2024 Q4	$9.77M	Hold	33,955	–	–	6.19%	9
2024 Q3	$9.64M	Sell	33,955 -54,950	-62%	-$11.8M	6.14%	7
2024 Q2	$23.3M	Sell	88,905 -17,345	-16%	-$3.51M	14.48%	2
2024 Q1	$28.8M	Sell	106,250 -7,205	-6%	-$1.44M	16.43%	2
2023 Q4	$28.6M	Sell	113,455 -9,720	-8%	-$1.74M	16.71%	2
2023 Q3	$27.6M	Sell	123,175 -20,800	-14%	-$3.9M	17.48%	2
2023 Q2	$34.9M	Sell	143,975 -14,490	-9%	-$2.58M	18.76%	1
2023 Q1	$35.9M	Buy	158,465 +12,065	+8%	+$2.22M	19.37%	1
2022 Q4	$31.4M	Buy	+146,400	New	+$26M	18.9%	1

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Kopp Family Office's IWM Position: Q1 2025 in Review

Kopp Family Office sold out of iShares Russell 2000 ETF (IWM) in Q1 2025, closing a stake of 33,955 shares — an estimated $9.77M sold.

Kopp Family Office first reported a position in IWM in Q4 2022 and held it in 9 quarters. The position peaked at $35.9M in Q1 2023. 2,359 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

Kopp Family Office reported no remaining iShares Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
Kopp Family Office sold 33,955 iShares Russell 2000 ETF shares in Q1 2025, an estimated $9.77M.
Kopp Family Office first reported a position in iShares Russell 2000 ETF in Q4 2022 and held it in 9 quarters.
Kopp Family Office's iShares Russell 2000 ETF position peaked at $35.9M in Q1 2023.
2,359 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

Based on Kopp Family Office's 13F filing for Q1 2025, filed 14 May 2025.