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RE Dickinson Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

RE Dickinson Investment Advisors’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 		$204K Buy
925
+75
+9% +$17.1K 0.12% 47
2024
Q3 		$188K Hold
850
– – 0.11% 50
2024
Q2 		$172K Sell
850
-561
-40% -$113K 0.1% 50
2024
Q1 		$297K Sell
1,411
-10,424
-88% -$2.08M 0.19% 38
2023
Q4 		$2.38M Buy
11,835
+419
+4% +$75.1K 1.58% 16
2023
Q3 		$2.02M Buy
11,416
+662
+6% +$124K 1.42% 18
2023
Q2 		$2.01M Buy
10,754
+1,130
+12% +$201K 0.74% 37
2023
Q1 		$1.72M Buy
9,624
+7,888
+454% +$1.45M 0.58% 44
2022
Q4 		$303K Buy
1,736
+265
+18% +$47.1K 0.13% 62
2022
Q3 		$243K Sell
1,471
-463
-24% -$84.4K 0.2% 37
2022
Q2 		$324K Sell
1,934
-237
-11% -$43.7K 0.05% 35
2022
Q1 		$446K Sell
2,171
-9,336
-81% -$1.9M 0.3% 30
2021
Q4 		$2.56M Buy
+11,507
New +$2.6M 1.94% 16

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RE Dickinson Investment Advisors's IWM Position: Q4 2024 in Review

RE Dickinson Investment Advisors increased its iShares Russell 2000 ETF (IWM) stake by 8.8% in Q4 2024, buying an estimated $17.1K and bringing the position to 925 shares worth $204K. The position accounts for 0.12% of the portfolio, ranked #47.

RE Dickinson Investment Advisors first reported a position in IWM in Q4 2021 and has held it in 13 quarters since. The position peaked at $2.56M in Q4 2021. 2,527 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

  • RE Dickinson Investment Advisors held 925 shares of iShares Russell 2000 ETF worth $204K as of Q4 2024.
  • RE Dickinson Investment Advisors bought 75 iShares Russell 2000 ETF shares in Q4 2024, an estimated $17.1K.
  • iShares Russell 2000 ETF made up 0.12% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #47 holding.
  • RE Dickinson Investment Advisors first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 13 quarters since.
  • RE Dickinson Investment Advisors's iShares Russell 2000 ETF position peaked at $2.56M in Q4 2021.
  • 2,527 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.