Valley National Advisers’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12
| Closed | -$2K | – | 826 |
|
|
2024
Q4 | $2K | Sell |
12
-215
| -95% | -$49K | ﹤0.01% | 689 |
|
|
2024
Q3 | $50K | Sell |
227
-289
| -56% | -$61.8K | 0.01% | 356 |
|
|
2024
Q2 | $104K | Hold |
516
| – | – | 0.02% | 304 |
|
|
2024
Q1 | $108K | Buy |
516
+1
| +0.2% | +$199 | 0.02% | 312 |
|
|
2023
Q4 | $103K | Buy |
515
+288
| +127% | +$51.6K | 0.02% | 309 |
|
|
2023
Q3 | $40K | Hold |
227
| – | – | 0.01% | 414 |
|
|
2023
Q2 | $43K | Hold |
227
| – | – | 0.01% | 411 |
|
|
2023
Q1 | $40K | Hold |
227
| – | – | 0.01% | 417 |
|
|
2022
Q4 | $41K | Sell |
227
-8
| -3% | -$1.42K | 0.01% | 403 |
|
|
2022
Q3 | $41K | Sell |
235
-11
| -4% | -$2.01K | 0.01% | 394 |
|
|
2022
Q2 | $43K | Hold |
246
| – | – | 0.01% | 368 |
|
|
2022
Q1 | $50K | Hold |
246
| – | – | 0.01% | 367 |
|
|
2021
Q4 | $55K | Hold |
246
| – | – | 0.01% | 353 |
|
|
2021
Q3 | $54K | Hold |
246
| – | – | 0.01% | 340 |
|
|
2021
Q2 | $56K | Hold |
246
| – | – | 0.01% | 337 |
|
|
2021
Q1 | $54K | Buy |
246
+35
| +17% | +$7.64K | 0.01% | 327 |
|
|
2020
Q4 | $41K | Buy |
211
+200
| +1,818% | +$35K | 0.01% | 337 |
|
|
2020
Q3 | $2K | Hold |
11
| – | – | ﹤0.01% | 657 |
|
|
2020
Q2 | $2K | Sell |
11
-182
| -94% | -$23.9K | ﹤0.01% | 667 |
|
|
2020
Q1 | $22K | Buy |
193
+9
| +5% | +$1.34K | 0.01% | 364 |
|
|
2019
Q4 | $30K | Sell |
184
-69
| -27% | -$10.9K | 0.01% | 372 |
|
|
2019
Q3 | $38K | Buy |
253
+242
| +2,200% | +$37K | 0.01% | 337 |
|
|
2019
Q2 | $2K | Hold |
11
| – | – | ﹤0.01% | 647 |
|
|
2019
Q1 | $2K | Hold |
11
| – | – | ﹤0.01% | 646 |
|
|
2018
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 721 |
|
|
2018
Q3 | $2K | Hold |
11
| – | – | ﹤0.01% | 592 |
|
|
2018
Q2 | $2K | Hold |
11
| – | – | ﹤0.01% | 565 |
|
|
2018
Q1 | $2K | Hold |
11
| – | – | ﹤0.01% | 543 |
|
|
2017
Q4 | $2K | Hold |
11
| – | – | ﹤0.01% | 556 |
|
|
2017
Q3 | $2K | Hold |
11
| – | – | ﹤0.01% | 551 |
|
|
2017
Q2 | $2K | Hold |
11
| – | – | ﹤0.01% | 532 |
|
|
2017
Q1 | $2K | Sell |
11
-522
| -98% | -$71.3K | ﹤0.01% | 531 |
|
|
2016
Q4 | $72K | Buy |
533
+187
| +54% | +$23.9K | 0.03% | 224 |
|
|
2016
Q3 | $43K | Hold |
346
| – | – | 0.02% | 240 |
|
|
2016
Q2 | $40K | Hold |
346
| – | – | 0.02% | 250 |
|
|
2016
Q1 | $38K | Sell |
346
-329
| -49% | -$34.1K | 0.02% | 251 |
|
|
2015
Q4 | $76K | Buy |
675
+1
| +0.1% | +$115 | 0.04% | 195 |
|
|
2015
Q3 | $74K | Buy |
674
+1
| +0.1% | +$119 | 0.04% | 203 |
|
|
2015
Q2 | $84K | Hold |
673
| – | – | 0.05% | 203 |
|
|
2015
Q1 | $84K | Buy |
+673
| New | +$81.1K | 0.05% | 185 |
|
Other funds holding IWM
Valley National Advisers's IWM Position: Q1 2025 in Review
Valley National Advisers sold out of iShares Russell 2000 ETF (IWM) in Q1 2025, closing a stake of 12 shares — an estimated $2K sold.
Valley National Advisers first reported a position in IWM in Q1 2015 and held it in 40 quarters. The position peaked at $108K in Q1 2024. 2,366 funds tracked by Wall St. Rank hold IWM as of Q1 2025.
- Valley National Advisers reported no remaining iShares Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
- Valley National Advisers sold 12 iShares Russell 2000 ETF shares in Q1 2025, an estimated $2K.
- Valley National Advisers first reported a position in iShares Russell 2000 ETF in Q1 2015 and held it in 40 quarters.
- Valley National Advisers's iShares Russell 2000 ETF position peaked at $108K in Q1 2024.
- 2,366 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.
Based on Valley National Advisers's 13F filing for Q1 2025, filed 25 Apr 2025.