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

Merriman 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 		$2.93M Sell
13,279
-53
-0.4% -$12.1K 0.12% 55
2024
Q3 		$2.94M Sell
13,332
-235
-2% -$50.3K 0.12% 67
2024
Q2 		$2.75M Sell
13,567
-781
-5% -$158K 0.12% 66
2024
Q1 		$3.02M Sell
14,348
-109
-0.8% -$21.7K 0.13% 62
2023
Q4 		$2.9M Sell
14,457
-918
-6% -$164K 0.14% 62
2023
Q3 		$2.72M Sell
15,375
-20
-0.1% -$3.75K 0.14% 50
2023
Q2 		$2.88M Sell
15,395
-254
-2% -$45.3K 0.14% 71
2023
Q1 		$2.79M Sell
15,649
-38
-0.2% -$7K 0.14% 59
2022
Q4 		$2.74M Sell
15,687
-280
-2% -$49.8K 0.14% 63
2022
Q3 		$2.63M Sell
15,967
-519
-3% -$94.7K 0.17% 38
2022
Q2 		$2.79M Buy
16,486
+262
+2% +$48.3K 0.2% 35
2022
Q1 		$3.33M Sell
16,224
-768
-5% -$157K 0.27% 41
2021
Q4 		$3.78M Sell
16,992
-9,020
-35% -$2.04M 0.28% 50
2021
Q3 		$5.69M Sell
26,012
-43,416
-63% -$9.62M 0.47% 36
2021
Q2 		$15.9M Sell
69,428
-1,273
-2% -$286K 1.37% 13
2021
Q1 		$15.6M Sell
70,701
-505
-0.7% -$110K 1.79% 10
2020
Q4 		$14M Sell
71,206
-3,324
-4% -$582K 1.5% 11
2020
Q3 		$11.2M Buy
74,530
+3,400
+5% +$512K 1.67% 12
2020
Q2 		$10.2M Sell
71,130
-37,903
-35% -$4.97M 1.62% 15
2020
Q1 		$12.5M Sell
109,033
-31,767
-23% -$4.74M 2.71% 5
2019
Q4 		$23.3M Buy
140,800
+17,468
+14% +$2.76M 4.5% 2
2019
Q3 		$18.7M Sell
123,332
-27,234
-18% -$4.16M 3.78% 2
2019
Q2 		$235K Sell
150,566
-18,409
-11% -$2.84M 4.53% 2
2019
Q1 		$25.9M Buy
168,975
+9,762
+6% +$1.47M 4.9% 2
2018
Q4 		$21.8M Buy
159,213
+155,744
+4,490% +$23.2M 4.72% 5
2018
Q3 		$585K Sell
3,469
-812
-19% -$137K 0.12% 105
2018
Q2 		$701K Hold
4,281
– – 0.16% 92
2018
Q1 		$650K Sell
4,281
-29,337
-87% -$4.53M 0.17% 105
2017
Q4 		$5.13M Buy
33,618
+12,665
+60% +$1.9M 1.25% 20
2017
Q3 		$3.1M Buy
+20,953
New +$2.95M 0.74% 39

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

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

Merriman Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.4% in Q4 2024, selling an estimated $12.1K and leaving 13,279 shares worth $2.93M. The position accounts for 0.12% of the portfolio, ranked #55.

Merriman Wealth Management first reported a position in IWM in Q3 2017 and has held it in 30 quarters since. The position peaked at $25.9M in Q1 2019. 2,522 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

  • Merriman Wealth Management held 13,279 shares of iShares Russell 2000 ETF worth $2.93M as of Q4 2024.
  • Merriman Wealth Management sold 53 iShares Russell 2000 ETF shares in Q4 2024, an estimated $12.1K.
  • iShares Russell 2000 ETF made up 0.12% of Merriman Wealth Management's portfolio in Q4 2024, its #55 holding.
  • Merriman Wealth Management first reported a position in iShares Russell 2000 ETF in Q3 2017 and has held it in 30 quarters since.
  • Merriman Wealth Management's iShares Russell 2000 ETF position peaked at $25.9M in Q1 2019.
  • 2,522 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

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