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Schechter Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Schechter Investment Advisors’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 		$1.65M Sell
8,270
-168
-2% -$36.4K 0.14% 148
2024
Q4 		$1.86M Buy
8,438
+11
+0.1% +$2.51K 0.14% 136
2024
Q3 		$1.86M Sell
8,427
-438
-5% -$93.7K 0.14% 147
2024
Q2 		$1.8M Sell
8,865
-106
-1% -$21.4K 0.14% 137
2024
Q1 		$1.89M Hold
8,971
– – 0.14% 132
2023
Q4 		$1.8M Buy
8,971
+235
+3% +$42.1K 0.16% 128
2023
Q3 		$1.54M Buy
8,736
+400
+5% +$75.1K 0.15% 139
2023
Q2 		$1.56M Hold
8,336
– – 0.14% 152
2023
Q1 		$1.49M Buy
8,336
+6
+0.1% +$1.1K 0.14% 176
2022
Q4 		$1.45M Sell
8,330
-508
-6% -$90.3K 0.13% 186
2022
Q3 		$1.46M Sell
8,838
-553
-6% -$101K 0.14% 173
2022
Q2 		$1.59M Buy
9,391
+201
+2% +$37.1K 0.15% 137
2022
Q1 		$1.89M Sell
9,190
-2,131
-19% -$435K 0.18% 113
2021
Q4 		$2.52M Buy
+11,321
New +$2.56M 0.23% 78

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Schechter Investment Advisors's IWM Position: Q1 2025 in Review

Schechter Investment Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 2% in Q1 2025, selling an estimated $36.4K and leaving 8,270 shares worth $1.65M. The position accounts for 0.14% of the portfolio, ranked #148.

Schechter Investment Advisors first reported a position in IWM in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.52M in Q4 2021. 2,359 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

  • Schechter Investment Advisors held 8,270 shares of iShares Russell 2000 ETF worth $1.65M as of Q1 2025.
  • Schechter Investment Advisors sold 168 iShares Russell 2000 ETF shares in Q1 2025, an estimated $36.4K.
  • iShares Russell 2000 ETF made up 0.14% of Schechter Investment Advisors's portfolio in Q1 2025, its #148 holding.
  • Schechter Investment Advisors first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's iShares Russell 2000 ETF position peaked at $2.52M in Q4 2021.
  • 2,359 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.