Sandbox Financial Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Sandbox Financial 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	-21,433	Closed	-$4.74M	–	114
2024 Q4	$4.74M	Buy	21,433 +1,462	+7%	+$333K	1.58%	17
2024 Q3	$4.41M	Buy	19,971 +1,387	+7%	+$297K	1.56%	17
2024 Q2	$3.77M	Buy	18,584 +355	+2%	+$71.7K	1.45%	18
2024 Q1	$3.83M	Sell	18,229 -132	-0.7%	-$26.3K	1.61%	16
2023 Q4	$3.69M	Buy	18,361 +1,312	+8%	+$235K	1.73%	14
2023 Q3	$3.01M	Buy	17,049 +5,577	+49%	+$1.05M	1.59%	15
2023 Q2	$2.15M	Buy	+11,472	New	+$2.05M	1.12%	17

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

Sandbox Financial Partners's IWM Position: Q1 2025 in Review

Sandbox Financial Partners sold out of iShares Russell 2000 ETF (IWM) in Q1 2025, closing a stake of 21,433 shares — an estimated $4.74M sold.

Sandbox Financial Partners first reported a position in IWM in Q2 2023 and held it in 7 quarters. The position peaked at $4.74M in Q4 2024. 2,359 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

Sandbox Financial Partners reported no remaining iShares Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
Sandbox Financial Partners sold 21,433 iShares Russell 2000 ETF shares in Q1 2025, an estimated $4.74M.
Sandbox Financial Partners first reported a position in iShares Russell 2000 ETF in Q2 2023 and held it in 7 quarters.
Sandbox Financial Partners's iShares Russell 2000 ETF position peaked at $4.74M in Q4 2024.
2,359 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

Based on Sandbox Financial Partners's 13F filing for Q1 2025, filed 11 Apr 2025.