Strata Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Strata Wealth 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	–	Sell	-1,642	Closed	-$363K	–	73
2024 Q4	$363K	Buy	1,642 +400	+32%	+$91.2K	0.11%	59
2024 Q3	$274K	Buy	1,242 +25	+2%	+$5.35K	0.09%	62
2024 Q2	$247K	Sell	1,217 -353	-22%	-$71.3K	0.09%	66
2024 Q1	$330K	Buy	1,570 +166	+12%	+$33.1K	0.12%	57
2023 Q4	$282K	Hold	1,404	–	–	0.11%	59
2023 Q3	$248K	Buy	+1,404	New	+$264K	0.12%	48
2023 Q1	$229K	Buy	+1,286	New	+$237K	0.12%	49

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Strata Wealth Advisors's IWM Position: Q1 2025 in Review

Strata Wealth Advisors sold out of iShares Russell 2000 ETF (IWM) in Q1 2025, closing a stake of 1,642 shares — an estimated $363K sold.

Strata Wealth Advisors first reported a position in IWM in Q1 2023 and held it in 7 quarters. The position peaked at $363K in Q4 2024. 2,359 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

Strata Wealth Advisors reported no remaining iShares Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
Strata Wealth Advisors sold 1,642 iShares Russell 2000 ETF shares in Q1 2025, an estimated $363K.
Strata Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q1 2023 and held it in 7 quarters.
Strata Wealth Advisors's iShares Russell 2000 ETF position peaked at $363K in Q4 2024.
2,359 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

Based on Strata Wealth Advisors's 13F filing for Q1 2025, filed 2 May 2025.