MFA Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

MFA Wealth Advisors’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	-32	Closed	-$7.07K	–	228
2024 Q3	$7.07K	Hold	32	–	–	﹤0.01%	357
2024 Q2	$6.49K	Buy	+32	New	+$6.47K	﹤0.01%	371
2022 Q3	–	Sell	-2,144	Closed	-$363K	–	60
2022 Q2	$363K	Sell	2,144 -815	-28%	-$150K	0.13%	49
2022 Q1	$606K	Sell	2,959 -23,698	-89%	-$4.83M	0.19%	50
2021 Q4	$5.93M	Sell	26,657 -50	-0.2%	-$11.3K	2.51%	14
2021 Q3	$5.84M	Buy	26,707 +780	+3%	+$173K	2.68%	14
2021 Q2	$5.95M	Buy	25,927 +1,731	+7%	+$389K	2.69%	14
2021 Q1	$5.34M	Buy	+24,196	New	+$5.28M	2.59%	16

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

MFA Wealth Advisors's IWM Position: Q4 2024 in Review

MFA Wealth Advisors sold out of iShares Russell 2000 ETF (IWM) in Q4 2024, closing a stake of 32 shares — an estimated $7.07K sold.

MFA Wealth Advisors first reported a position in IWM in Q1 2021 and held it in 8 quarters. The position peaked at $5.95M in Q2 2021. 2,522 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

MFA Wealth Advisors reported no remaining iShares Russell 2000 ETF position as of Q4 2024 after selling out during the quarter.
MFA Wealth Advisors sold 32 iShares Russell 2000 ETF shares in Q4 2024, an estimated $7.07K.
MFA Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q1 2021 and held it in 8 quarters.
MFA Wealth Advisors's iShares Russell 2000 ETF position peaked at $5.95M in Q2 2021.
2,522 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.