Reynders McVeigh Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Reynders McVeigh 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	-939	Closed	-$207K	–	198
2024 Q4	$207K	Sell	939 -100	-10%	-$22.8K	0.01%	195
2024 Q3	$230K	Buy	+1,039	New	+$222K	0.01%	193
2022 Q2	–	Sell	-1,085	Closed	-$223K	–	228
2022 Q1	$223K	Sell	1,085 -14	-1%	-$2.86K	0.01%	213
2021 Q4	$244K	Hold	1,099	–	–	0.01%	208
2021 Q3	$240K	Buy	+1,099	New	+$244K	0.01%	207

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

Reynders McVeigh Capital Management's IWM Position: Q1 2025 in Review

Reynders McVeigh Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2025, closing a stake of 939 shares — an estimated $207K sold.

Reynders McVeigh Capital Management first reported a position in IWM in Q3 2021 and held it in 5 quarters. The position peaked at $244K in Q4 2021. 2,359 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

Reynders McVeigh Capital Management reported no remaining iShares Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
Reynders McVeigh Capital Management sold 939 iShares Russell 2000 ETF shares in Q1 2025, an estimated $207K.
Reynders McVeigh Capital Management first reported a position in iShares Russell 2000 ETF in Q3 2021 and held it in 5 quarters.
Reynders McVeigh Capital Management's iShares Russell 2000 ETF position peaked at $244K in Q4 2021.
2,359 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

Based on Reynders McVeigh Capital Management's 13F filing for Q1 2025, filed 12 May 2025.