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TAP Consulting’s iShares Russell 2000 ETF IWM Stock Holding History

TAP Consulting’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 		$9.95M Sell
45,013
-30
-0.1% -$6.84K 2.03% 9
2024
Q3 		$9.95M Sell
45,043
-220
-0.5% -$47.1K 1.96% 8
2024
Q2 		$9.18M Buy
45,263
+122
+0.3% +$24.7K 1.94% 8
2024
Q1 		$9.49M Sell
45,141
-783
-2% -$156K 2.09% 7
2023
Q4 		$9.22M Buy
45,924
+11,200
+32% +$2.01M 2.2% 5
2023
Q3 		$6.14M Sell
34,724
-3,694
-10% -$693K 1.58% 12
2023
Q2 		$7.19M Buy
38,418
+520
+1% +$92.7K 1.77% 10
2023
Q1 		$6.76M Sell
37,898
-260
-0.7% -$47.9K 1.65% 14
2022
Q4 		$6.65M Sell
38,158
-3,138
-8% -$558K 1.74% 10
2022
Q3 		$6.81M Sell
41,296
-15,736
-28% -$2.87M 1.82% 9
2022
Q2 		$9.66M Buy
57,032
+4,773
+9% +$880K 2.68% 6
2022
Q1 		$10.7M Buy
52,259
+3,048
+6% +$622K 2.81% 8
2021
Q4 		$10.9M Buy
49,211
+3,246
+7% +$733K 2.5% 7
2021
Q3 		$10.1M Buy
45,965
+2,112
+5% +$468K 2.7% 8
2021
Q2 		$10.1M Buy
43,853
+1,558
+4% +$350K 2.82% 6
2021
Q1 		$9.35M Buy
42,295
+1,261
+3% +$275K 2.9% 7
2020
Q4 		$8.04M Sell
41,034
-7,720
-16% -$1.35M 2.9% 5
2020
Q3 		$7.3M Buy
48,754
+11,729
+32% +$1.76M 2.87% 7
2020
Q2 		$5.3M Buy
37,025
+4,096
+12% +$537K 2.61% 7
2020
Q1 		$3.77M Buy
+32,929
New +$4.91M 2.54% 9

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $250B AUM 21.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TAP Consulting's IWM Position: Q4 2024 in Review

TAP Consulting reduced its iShares Russell 2000 ETF (IWM) stake by 0.07% in Q4 2024, selling an estimated $6.84K and leaving 45,013 shares worth $9.95M. The position accounts for 2.03% of the portfolio, ranked #9.

TAP Consulting first reported a position in IWM in Q1 2020 and has held it in 20 quarters since. The position peaked at $10.9M in Q4 2021. 2,527 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

  • TAP Consulting held 45,013 shares of iShares Russell 2000 ETF worth $9.95M as of Q4 2024.
  • TAP Consulting sold 30 iShares Russell 2000 ETF shares in Q4 2024, an estimated $6.84K.
  • iShares Russell 2000 ETF made up 2.03% of TAP Consulting's portfolio in Q4 2024, its #9 holding.
  • TAP Consulting first reported a position in iShares Russell 2000 ETF in Q1 2020 and has held it in 20 quarters since.
  • TAP Consulting's iShares Russell 2000 ETF position peaked at $10.9M in Q4 2021.
  • 2,527 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.