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Reston Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Reston Wealth 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
2024
Q4 		– Sell
-157
Closed -$34.7K – 240
2024
Q3 		$34.7K Buy
+157
New +$33.6K 0.01% 159
2022
Q4 		– Sell
-1,449
Closed -$239K – 49
2022
Q3 		$239K Sell
1,449
-111
-7% -$20.2K 0.14% 43
2022
Q2 		$264K Buy
+1,560
New +$288K 0.15% 46
2022
Q1 		– Sell
-1,477
Closed -$329K – 63
2021
Q4 		$329K Buy
1,477
+553
+60% +$125K 0.16% 39
2021
Q3 		$202K Sell
924
-148
-14% -$32.8K 0.11% 55
2021
Q2 		$246K Buy
1,072
+2
+0.2% +$450 0.12% 46
2021
Q1 		$236K Buy
1,070
+22
+2% +$4.8K 0.12% 46
2020
Q4 		$206K Buy
+1,048
New +$183K 0.12% 47
2020
Q2 		– Sell
-2,941
Closed -$337K – 44
2020
Q1 		$337K Sell
2,941
-1,571
-35% -$234K 0.27% 28
2019
Q4 		$748K Sell
4,512
-1,618
-26% -$256K 0.6% 18
2019
Q3 		$928K Sell
6,130
-1,639
-21% -$250K 0.83% 17
2019
Q2 		$1.21M Sell
7,769
-222
-3% -$34.2K 0.95% 18
2019
Q1 		$1.25M Sell
7,991
-850
-10% -$128K 1% 18
2018
Q4 		$1.18M Buy
+8,841
New +$1.32M 1.13% 15

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

Reston Wealth Management's IWM Position: Q4 2024 in Review

Reston Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q4 2024, closing a stake of 157 shares — an estimated $34.7K sold.

Reston Wealth Management first reported a position in IWM in Q4 2018 and held it in 14 quarters. The position peaked at $1.25M in Q1 2019. 2,527 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

  • Reston Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 157 iShares Russell 2000 ETF shares in Q4 2024, an estimated $34.7K.
  • Reston Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2018 and held it in 14 quarters.
  • Reston Wealth Management's iShares Russell 2000 ETF position peaked at $1.25M in Q1 2019.
  • 2,527 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.