Monterey Private Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Monterey Private Wealth’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	$610K	Sell	3,057 -700	-19%	-$152K	0.18%	55
2024 Q4	$830K	Buy	3,757 +135	+4%	+$30.8K	0.27%	44
2024 Q3	$800K	Buy	3,622 +12	+0.3%	+$2.57K	0.27%	44
2024 Q2	$733K	Sell	3,610 -2	-0.1%	-$404	0.27%	47
2024 Q1	$760K	Buy	3,612 +7	+0.2%	+$1.4K	0.3%	43
2023 Q4	$724K	Sell	3,605 -5	-0.1%	-$896	0.33%	40
2023 Q3	$638K	Buy	3,610 +134	+4%	+$25.2K	0.32%	43
2023 Q2	$651K	Buy	3,476 +2	+0.1%	+$357	0.32%	43
2023 Q1	$620K	Sell	3,474 -78	-2%	-$14.4K	0.32%	45
2022 Q4	$619K	Buy	3,552 +390	+12%	+$69.4K	0.33%	45
2022 Q3	$525K	Buy	+3,162	New	+$577K	0.31%	45

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

Monterey Private Wealth's IWM Position: Q1 2025 in Review

Monterey Private Wealth reduced its iShares Russell 2000 ETF (IWM) stake by 19% in Q1 2025, selling an estimated $152K and leaving 3,057 shares worth $610K. The position accounts for 0.18% of the portfolio, ranked #55.

Monterey Private Wealth first reported a position in IWM in Q3 2022 and has held it in 11 quarters since. The position peaked at $830K in Q4 2024. 2,359 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

Monterey Private Wealth held 3,057 shares of iShares Russell 2000 ETF worth $610K as of Q1 2025.
Monterey Private Wealth sold 700 iShares Russell 2000 ETF shares in Q1 2025, an estimated $152K.
iShares Russell 2000 ETF made up 0.18% of Monterey Private Wealth's portfolio in Q1 2025, its #55 holding.
Monterey Private Wealth first reported a position in iShares Russell 2000 ETF in Q3 2022 and has held it in 11 quarters since.
Monterey Private Wealth's iShares Russell 2000 ETF position peaked at $830K in Q4 2024.
2,359 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.