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Private Portfolio Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Private Portfolio 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 		$1.15M Buy
5,225
+1
+0% +$228 0.21% 87
2024
Q3 		$1.15M Buy
+5,224
New +$1.12M 0.22% 84
2024
Q2 		– Sell
-4,906
Closed -$1.03M – 171
2024
Q1 		$1.03M Buy
4,906
+245
+5% +$48.9K 0.22% 88
2023
Q4 		$936K Sell
4,661
-661
-12% -$118K 0.21% 86
2023
Q3 		$941K Sell
5,322
-3,703
-41% -$695K 0.24% 77
2023
Q2 		$1.69M Sell
9,025
-354
-4% -$63.1K 0.43% 48
2023
Q1 		$1.67M Sell
9,379
-1,917
-17% -$353K 0.45% 44
2022
Q4 		$1.97M Buy
11,296
+319
+3% +$56.7K 0.52% 41
2022
Q3 		$1.81M Buy
10,977
+264
+2% +$48.2K 0.52% 41
2022
Q2 		$1.81M Buy
10,713
+101
+1% +$18.6K 0.51% 43
2022
Q1 		$2.18M Buy
10,612
+2,951
+39% +$602K 0.54% 43
2021
Q4 		$1.7M Buy
7,661
+85
+1% +$19.2K 0.44% 51
2021
Q3 		$1.66M Buy
7,576
+890
+13% +$197K 0.47% 53
2021
Q2 		$1.53M Buy
6,686
+6
+0.1% +$1.35K 0.44% 55
2021
Q1 		$1.48M Sell
6,680
-28
-0.4% -$6.11K 0.48% 52
2020
Q4 		$1.32M Sell
6,708
-259
-4% -$45.3K 0.46% 51
2020
Q3 		$1.04M Sell
6,967
-358
-5% -$53.9K 0.42% 57
2020
Q2 		$1.05M Sell
7,325
-322
-4% -$42.3K 0.48% 52
2020
Q1 		$876K Buy
7,647
+255
+3% +$38K 0.47% 61
2019
Q4 		$1.22M Sell
7,392
-22
-0.3% -$3.48K 0.53% 50
2019
Q3 		$1.12M Sell
7,414
-289
-4% -$44.1K 0.53% 53
2019
Q2 		$1.2M Buy
7,703
+281
+4% +$43.3K 0.51% 56
2019
Q1 		$1.14M Buy
7,422
+50
+0.7% +$7.51K 0.6% 49
2018
Q4 		$987K Buy
+7,372
New +$1.1M 0.61% 51

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

Private Portfolio Partners's IWM Position: Q4 2024 in Review

Private Portfolio Partners increased its iShares Russell 2000 ETF (IWM) stake by 0.02% in Q4 2024, buying an estimated $228 and bringing the position to 5,225 shares worth $1.15M. The position accounts for 0.21% of the portfolio, ranked #87.

Private Portfolio Partners first reported a position in IWM in Q4 2018 and has held it in 24 quarters since. The position peaked at $2.18M in Q1 2022. 2,522 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

  • Private Portfolio Partners held 5,225 shares of iShares Russell 2000 ETF worth $1.15M as of Q4 2024.
  • Private Portfolio Partners bought 1 iShares Russell 2000 ETF share in Q4 2024, an estimated $228.
  • iShares Russell 2000 ETF made up 0.21% of Private Portfolio Partners's portfolio in Q4 2024, its #87 holding.
  • Private Portfolio Partners first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 24 quarters since.
  • Private Portfolio Partners's iShares Russell 2000 ETF position peaked at $2.18M in Q1 2022.
  • 2,522 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.