Paragon Financial Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Paragon Financial Partners’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	-1,572	Closed	-$347K	–	78
2024 Q3	$347K	Buy	1,572 +1	+0.1%	+$214	0.25%	63
2024 Q2	$319K	Buy	1,571 +48	+3%	+$9.7K	0.25%	62
2024 Q1	$320K	Hold	1,523	–	–	0.26%	62
2023 Q4	$306K	Sell	1,523 -85	-5%	-$15.2K	0.29%	61
2023 Q3	$284K	Hold	1,608	–	–	0.3%	62
2023 Q2	$301K	Hold	1,608	–	–	0.28%	62
2023 Q1	$287K	Hold	1,608	–	–	0.3%	61
2022 Q4	$280K	Hold	1,608	–	–	0.31%	58
2022 Q3	$265K	Hold	1,608	–	–	0.3%	61
2022 Q2	$272K	Hold	1,608	–	–	0.28%	63
2022 Q1	$330K	Buy	1,608 +390	+32%	+$79.6K	0.29%	65
2021 Q4	$271K	Buy	+1,218	New	+$275K	0.22%	74

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

Paragon Financial Partners's IWM Position: Q4 2024 in Review

Paragon Financial Partners sold out of iShares Russell 2000 ETF (IWM) in Q4 2024, closing a stake of 1,572 shares — an estimated $347K sold.

Paragon Financial Partners first reported a position in IWM in Q4 2021 and held it in 12 quarters. The position peaked at $347K in Q3 2024. 2,522 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

Paragon Financial Partners reported no remaining iShares Russell 2000 ETF position as of Q4 2024 after selling out during the quarter.
Paragon Financial Partners sold 1,572 iShares Russell 2000 ETF shares in Q4 2024, an estimated $347K.
Paragon Financial Partners first reported a position in iShares Russell 2000 ETF in Q4 2021 and held it in 12 quarters.
Paragon Financial Partners's iShares Russell 2000 ETF position peaked at $347K in Q3 2024.
2,522 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

Based on Paragon Financial Partners's 13F filing for Q4 2024, filed 17 Jan 2025.