Wade Financial Advisory’s iShares Russell 2000 ETF IWM Stock Holding History

Wade Financial Advisory’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	$917K	Hold	4,598	–	–	0.31%	41
2024 Q4	$1.02M	Hold	4,598	–	–	0.34%	40
2024 Q3	$1.02M	Hold	4,598	–	–	0.34%	38
2024 Q2	$933K	Hold	4,598	–	–	0.34%	39
2024 Q1	$967K	Sell	4,598 -500	-10%	-$99.7K	0.35%	39
2023 Q4	$1.02M	Hold	5,098	–	–	0.39%	37
2023 Q3	$901K	Sell	5,098 -415	-8%	-$77.9K	0.39%	36
2023 Q2	$1.03M	Hold	5,513	–	–	0.41%	35
2023 Q1	$984K	Hold	5,513	–	–	0.41%	35
2022 Q4	$961K	Hold	5,513	–	–	0.44%	36
2022 Q3	$909K	Hold	5,513	–	–	0.46%	34
2022 Q2	$934K	Hold	5,513	–	–	0.44%	37
2022 Q1	$1.13M	Buy	5,513 +1,722	+45%	+$351K	0.49%	33
2021 Q4	$843K	Hold	3,791	–	–	0.44%	39
2021 Q3	$829K	Hold	3,791	–	–	0.47%	37
2021 Q2	$870K	Sell	3,791 -14	-0.4%	-$3.15K	0.48%	37
2021 Q1	$841K	Sell	3,805 -20	-0.5%	-$4.37K	0.53%	35
2020 Q4	$750K	Sell	3,825 -34	-0.9%	-$5.95K	0.5%	36
2020 Q3	$578K	Hold	3,859	–	–	0.46%	41
2020 Q2	$553K	Hold	3,859	–	–	0.48%	40
2020 Q1	$442K	Hold	3,859	–	–	0.44%	40
2019 Q4	$639K	Buy	+3,859	New	+$610K	0.56%	30

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wade Financial Advisory's IWM Position: Q1 2025 in Review

Wade Financial Advisory held its iShares Russell 2000 ETF (IWM) position steady in Q1 2025 at 4,598 shares worth $917K. The position accounts for 0.31% of the portfolio, ranked #41.

Wade Financial Advisory first reported a position in IWM in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.13M in Q1 2022. 2,365 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

Wade Financial Advisory held 4,598 shares of iShares Russell 2000 ETF worth $917K as of Q1 2025.
Wade Financial Advisory left its iShares Russell 2000 ETF share count unchanged in Q1 2025.
iShares Russell 2000 ETF made up 0.31% of Wade Financial Advisory's portfolio in Q1 2025, its #41 holding.
Wade Financial Advisory first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 22 quarters since.
Wade Financial Advisory's iShares Russell 2000 ETF position peaked at $1.13M in Q1 2022.
2,365 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.