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Precedent Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Precedent Wealth 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
2025
Q2 		– Sell
-1,086
Closed -$217K – 174
2025
Q1 		$217K Buy
+1,086
New +$236K 0.06% 149

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Precedent Wealth Partners's IWM Position: Q2 2025 in Review

Precedent Wealth Partners sold out of iShares Russell 2000 ETF (IWM) in Q2 2025, closing a stake of 1,086 shares — an estimated $217K sold.

Precedent Wealth Partners first reported a position in IWM in Q1 2025 and held it in 1 quarter. The position peaked at $217K in Q1 2025. 2,368 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

  • Precedent Wealth Partners reported no remaining iShares Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
  • Precedent Wealth Partners sold 1,086 iShares Russell 2000 ETF shares in Q2 2025, an estimated $217K.
  • Precedent Wealth Partners first reported a position in iShares Russell 2000 ETF in Q1 2025 and held it in 1 quarter.
  • Precedent Wealth Partners's iShares Russell 2000 ETF position peaked at $217K in Q1 2025.
  • 2,368 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Precedent Wealth Partners's 13F filing for Q2 2025, filed 21 Jul 2025.