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Stonehaven Wealth & Tax Solutions’s iShares Russell 2000 ETF IWM Stock Holding History

Stonehaven Wealth & Tax Solutions’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
-1,718
Closed -$380K – 83
2024
Q4 		$380K Buy
+1,718
New +$392K 0.41% 55

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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

Stonehaven Wealth & Tax Solutions's IWM Position: Q1 2025 in Review

Stonehaven Wealth & Tax Solutions sold out of iShares Russell 2000 ETF (IWM) in Q1 2025, closing a stake of 1,718 shares — an estimated $380K sold.

Stonehaven Wealth & Tax Solutions first reported a position in IWM in Q4 2024 and held it in 1 quarter. The position peaked at $380K in Q4 2024. 2,359 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

  • Stonehaven Wealth & Tax Solutions reported no remaining iShares Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
  • Stonehaven Wealth & Tax Solutions sold 1,718 iShares Russell 2000 ETF shares in Q1 2025, an estimated $380K.
  • Stonehaven Wealth & Tax Solutions first reported a position in iShares Russell 2000 ETF in Q4 2024 and held it in 1 quarter.
  • Stonehaven Wealth & Tax Solutions's iShares Russell 2000 ETF position peaked at $380K in Q4 2024.
  • 2,359 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2025, filed 15 May 2025.