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

Sheaff Brock 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
2024
Q2 		– Hold
0
– -$421K – 492
2024
Q1 		– Hold
0
– – – 306

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

Sheaff Brock Investment Advisors's IWM Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 0.8% in Q1 2025, selling an estimated $7.16K and leaving 4,112 shares worth $820K. The position accounts for 0.08% of the portfolio, ranked #191.

Sheaff Brock Investment Advisors first reported a position in IWM in Q4 2015 and has held it in 37 quarters since. The position peaked at $1.19M in Q4 2023. 2,359 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

  • Sheaff Brock Investment Advisors held 4,112 shares of iShares Russell 2000 ETF worth $820K as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 33 iShares Russell 2000 ETF shares in Q1 2025, an estimated $7.16K.
  • iShares Russell 2000 ETF made up 0.08% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #191 holding.
  • Sheaff Brock Investment Advisors first reported a position in iShares Russell 2000 ETF in Q4 2015 and has held it in 37 quarters since.
  • Sheaff Brock Investment Advisors's iShares Russell 2000 ETF position peaked at $1.19M in Q4 2023.
  • 2,359 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.