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Sugarloaf Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Sugarloaf Wealth 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
2024
Q4 		$962K Sell
4,355
-11
-0.3% -$2.51K 0.18% 60
2024
Q3 		$964K Sell
4,366
-551
-11% -$118K 0.18% 59
2024
Q2 		$998K Buy
4,917
+572
+13% +$116K 0.2% 55
2024
Q1 		$914K Buy
4,345
+3
+0.1% +$598 0.19% 57
2023
Q4 		$872K Sell
4,342
-113
-3% -$20.2K 0.21% 59
2023
Q3 		$787K Hold
4,455
– – 0.2% 61
2023
Q2 		$834K Sell
4,455
-97
-2% -$17.3K 0.2% 59
2023
Q1 		$812K Sell
4,552
-104
-2% -$19.1K 0.2% 56
2022
Q4 		$812K Sell
4,656
-1
-0% -$178 0.2% 53
2022
Q3 		$768K Buy
4,657
+442
+10% +$80.6K 0.2% 56
2022
Q2 		$714K Buy
4,215
+273
+7% +$50.3K 0.18% 54
2022
Q1 		$809K Sell
3,942
-747
-16% -$152K 0.19% 50
2021
Q4 		$1.04M Buy
4,689
+306
+7% +$69.1K 0.25% 44
2021
Q3 		$959K Buy
4,383
+95
+2% +$21.1K 0.25% 46
2021
Q2 		$983K Buy
4,288
+4,239
+8,651% +$953K 0.27% 45
2021
Q1 		$922 Sell
49
-3,665
-99% -$800K 0.28% 46
2020
Q4 		$728K Sell
3,714
-22
-0.6% -$3.85K 0.24% 53
2020
Q3 		$560K Sell
3,736
-50
-1% -$7.52K 0.2% 59
2020
Q2 		$542K Buy
3,786
+5
+0.1% +$656 0.21% 59
2020
Q1 		$433K Buy
3,781
+3
+0.1% +$447 0.19% 68
2019
Q4 		$626K Buy
+3,778
New +$597K 0.27% 67

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

Sugarloaf Wealth Management's IWM Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.25% in Q4 2024, selling an estimated $2.51K and leaving 4,355 shares worth $962K. The position accounts for 0.18% of the portfolio, ranked #60.

Sugarloaf Wealth Management first reported a position in IWM in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.04M in Q4 2021. 2,522 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

  • Sugarloaf Wealth Management held 4,355 shares of iShares Russell 2000 ETF worth $962K as of Q4 2024.
  • Sugarloaf Wealth Management sold 11 iShares Russell 2000 ETF shares in Q4 2024, an estimated $2.51K.
  • iShares Russell 2000 ETF made up 0.18% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #60 holding.
  • Sugarloaf Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's iShares Russell 2000 ETF position peaked at $1.04M in Q4 2021.
  • 2,522 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.