Rappaport Reiches Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Rappaport Reiches Capital Management’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	–	Sell	-944	Closed	-$209K	–	127
2024 Q4	$209K	Buy	+944	New	+$215K	0.05%	103
2024 Q3	–	Sell	-1,045	Closed	-$212K	–	114
2024 Q2	$212K	Buy	+1,045	New	+$211K	0.06%	90
2023 Q2	–	Sell	-1,406	Closed	-$251K	–	79
2023 Q1	$251K	Hold	1,406	–	–	0.11%	69
2022 Q4	$245K	Hold	1,406	–	–	0.12%	65
2022 Q3	$232K	Sell	1,406 -135	-9%	-$24.6K	0.12%	65
2022 Q2	$261K	Buy	1,541 +55	+4%	+$10.1K	0.13%	64
2022 Q1	$306K	Buy	1,486 +146	+11%	+$29.8K	0.16%	57
2021 Q4	$298K	Buy	1,340 +251	+23%	+$56.7K	0.26%	47
2021 Q3	$238K	Hold	1,089	–	–	0.24%	49
2021 Q2	$250K	Buy	+1,089	New	+$245K	0.26%	46

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

Rappaport Reiches Capital Management's IWM Position: Q1 2025 in Review

Rappaport Reiches Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2025, closing a stake of 944 shares — an estimated $209K sold.

Rappaport Reiches Capital Management first reported a position in IWM in Q2 2021 and held it in 10 quarters. The position peaked at $306K in Q1 2022. 2,359 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

Rappaport Reiches Capital Management reported no remaining iShares Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
Rappaport Reiches Capital Management sold 944 iShares Russell 2000 ETF shares in Q1 2025, an estimated $209K.
Rappaport Reiches Capital Management first reported a position in iShares Russell 2000 ETF in Q2 2021 and held it in 10 quarters.
Rappaport Reiches Capital Management's iShares Russell 2000 ETF position peaked at $306K in Q1 2022.
2,359 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.