Riverwater Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Riverwater 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
2025 Q1	–	Sell	-2,766	Closed	-$611K	–	220
2024 Q4	$611K	Sell	2,766 -7,703	-74%	-$1.76M	0.3%	92
2024 Q3	$2.28M	Buy	10,469 +7,721	+281%	+$1.65M	1.13%	19
2024 Q2	$558K	Buy	2,748 +7	+0.3%	+$1.42K	0.41%	69
2024 Q1	$576K	Buy	2,741 +7	+0.3%	+$1.4K	0.42%	66
2023 Q4	$549K	Buy	+2,734	New	+$490K	0.43%	67
2022 Q4	–	Sell	-7,448	Closed	-$1.23M	–	208
2022 Q3	$1.23M	Buy	+7,448	New	+$1.36M	1.23%	9
2022 Q1	–	Sell	-1,834	Closed	-$408K	–	155
2021 Q4	$408K	Buy	+1,834	New	+$414K	0.36%	95

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

Riverwater Partners's IWM Position: Q1 2025 in Review

Riverwater Partners sold out of iShares Russell 2000 ETF (IWM) in Q1 2025, closing a stake of 2,766 shares — an estimated $611K sold.

Riverwater Partners first reported a position in IWM in Q4 2021 and held it in 7 quarters. The position peaked at $2.28M in Q3 2024. 2,359 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

Riverwater Partners reported no remaining iShares Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
Riverwater Partners sold 2,766 iShares Russell 2000 ETF shares in Q1 2025, an estimated $611K.
Riverwater Partners first reported a position in iShares Russell 2000 ETF in Q4 2021 and held it in 7 quarters.
Riverwater Partners's iShares Russell 2000 ETF position peaked at $2.28M in Q3 2024.
2,359 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

Based on Riverwater Partners's 13F filing for Q1 2025, filed 21 Apr 2025.