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Valley National Advisers’s iShares Russell 2000 ETF IWM Stock Holding History

Valley National Advisers’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
2023
Q2 		– Hold
0
– -$124K – 988
2023
Q1 		– Hold
0
– – – 279

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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 $6.73T AUM 46.02% 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 $445B AUM 25.58% 1-Year Est. Return

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. 2,360 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.
  • 2,360 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.