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Stevard LLC’s iShares Russell 2000 ETF IWM Stock Holding History

Stevard LLC’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 		$264K Buy
1,195
+36
+3% +$8.21K 0.99% 21
2024
Q3 		$256K Sell
1,159
-100
-8% -$21.4K 1.04% 20
2024
Q2 		$255K Buy
1,259
+101
+9% +$20.4K 0.22% 51
2024
Q1 		$244K Hold
1,158
– – 0.22% 49
2023
Q4 		$232K Buy
1,158
+1
+0.1% +$179 0.23% 50
2023
Q3 		$204K Buy
1,157
+77
+7% +$14.5K 0.21% 43
2023
Q2 		$202K Buy
+1,080
New +$193K 0.19% 44
2020
Q2 		– Sell
-2,616
Closed -$299K – 162
2020
Q1 		$299K Hold
2,616
– – 0.19% 46
2019
Q4 		$433K Buy
+2,616
New +$413K 0.27% 35

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 $5.72T AUM 30.48% 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 $377B AUM 19.32% 1-Year Est. Return

Stevard LLC's IWM Position: Q4 2024 in Review

Stevard LLC increased its iShares Russell 2000 ETF (IWM) stake by 3.1% in Q4 2024, buying an estimated $8.21K and bringing the position to 1,195 shares worth $264K. The position accounts for 0.99% of the portfolio, ranked #21.

Stevard LLC first reported a position in IWM in Q4 2019 and has held it in 9 quarters since. The position peaked at $433K in Q4 2019. 2,522 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

  • Stevard LLC held 1,195 shares of iShares Russell 2000 ETF worth $264K as of Q4 2024.
  • Stevard LLC bought 36 iShares Russell 2000 ETF shares in Q4 2024, an estimated $8.21K.
  • iShares Russell 2000 ETF made up 0.99% of Stevard LLC's portfolio in Q4 2024, its #21 holding.
  • Stevard LLC first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 9 quarters since.
  • Stevard LLC's iShares Russell 2000 ETF position peaked at $433K in Q4 2019.
  • 2,522 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

Based on Stevard LLC's 13F filing for Q4 2024, filed 13 Feb 2025.