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Signet Financial Management’s iShares Russell 2000 ETF IWM Stock Holding History

Signet Financial 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
2022
Q1 		– Sell
-100
Closed -$2K – 769
2021
Q4 		$2K Buy
+100
New +$22.6K ﹤0.01% 1327
2020
Q4 		– Sell
-200
Closed -$2K – 242
2020
Q3 		$2K Buy
200
+100
+100% +$15K ﹤0.01% 218
2020
Q2 		$1K Buy
+100
New +$13.1K ﹤0.01% 218
2020
Q1 		– Sell
-1,000
Closed -$13K – 246
2019
Q4 		$13K Buy
1,000
+900
+900% +$142K ﹤0.01% 248
2019
Q3 		$1K Buy
+100
New +$15.3K ﹤0.01% 241
2019
Q2 		– Sell
-100
Closed -$1K – 241
2019
Q1 		$1K Sell
100
-1,400
-93% -$210K ﹤0.01% 231
2018
Q4 		$1K Sell
1,500
-900
-38% -$134K ﹤0.01% 236
2018
Q3 		$35K Buy
2,400
+300
+14% +$50.6K 0.01% 440
2018
Q2 		$31K Buy
2,100
+500
+31% +$80K 0.01% 457
2018
Q1 		$17K Buy
+1,600
New +$247K ﹤0.01% 503

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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 $445B AUM 25.58% 1-Year Est. Return

Signet Financial Management's IWM Position: Q4 2024 in Review

Signet Financial Management sold out of iShares Russell 2000 ETF (IWM) in Q4 2024, closing a stake of 1,100 shares — an estimated $243K sold.

Signet Financial Management first reported a position in IWM in Q1 2015 and held it in 32 quarters. The position peaked at $757K in Q1 2017. 2,523 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

  • Signet Financial Management reported no remaining iShares Russell 2000 ETF position as of Q4 2024 after selling out during the quarter.
  • Signet Financial Management sold 1,100 iShares Russell 2000 ETF shares in Q4 2024, an estimated $243K.
  • Signet Financial Management first reported a position in iShares Russell 2000 ETF in Q1 2015 and held it in 32 quarters.
  • Signet Financial Management's iShares Russell 2000 ETF position peaked at $757K in Q1 2017.
  • 2,523 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

Based on Signet Financial Management's 13F filing for Q4 2024, filed 13 Jan 2025.