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

Sanctuary 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	$97.9K	Hold	443	–	–	0.06%	67
2024 Q3	$97.9K	Hold	443	–	–	0.07%	67
2024 Q2	$89.9K	Hold	443	–	–	0.07%	67
2024 Q1	$93.2K	Sell	443 -180	-29%	-$35.9K	0.08%	66
2023 Q4	$125K	Buy	623 +378	+154%	+$67.7K	0.12%	56
2023 Q3	$43.3K	Sell	245 -38	-13%	-$7.13K	0.05%	78
2023 Q2	$53K	Buy	+283	New	+$50.5K	0.06%	75
2022 Q4	$51.4K	Buy	+295	New	+$52.5K	0.06%	70

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

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

Sanctuary Wealth Management held its iShares Russell 2000 ETF (IWM) position steady in Q4 2024 at 443 shares worth $97.9K. The position accounts for 0.06% of the portfolio, ranked #67.

Sanctuary Wealth Management first reported a position in IWM in Q4 2022 and has held it in 8 quarters since. The position peaked at $125K in Q4 2023. 2,522 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

Sanctuary Wealth Management held 443 shares of iShares Russell 2000 ETF worth $97.9K as of Q4 2024.
Sanctuary Wealth Management left its iShares Russell 2000 ETF share count unchanged in Q4 2024.
iShares Russell 2000 ETF made up 0.06% of Sanctuary Wealth Management's portfolio in Q4 2024, its #67 holding.
Sanctuary Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 8 quarters since.
Sanctuary Wealth Management's iShares Russell 2000 ETF position peaked at $125K in Q4 2023.
2,522 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.