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

Wealth Management Associates’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 Q1	–	Sell	-1,526	Closed	-$306K	–	211
2023 Q4	$306K	Buy	+1,526	New	+$273K	0.16%	138
2022 Q1	–	Sell	-1,428	Closed	-$318K	–	195
2021 Q4	$318K	Sell	1,428 -336	-19%	-$75.9K	0.17%	150
2021 Q3	$386K	Sell	1,764 -185	-9%	-$41K	0.23%	116
2021 Q2	$447K	Buy	1,949 +1,022	+110%	+$230K	0.25%	107
2021 Q1	$205K	Buy	+927	New	+$202K	0.13%	177
2019 Q2	–	Sell	-3,563	Closed	-$545K	–	101
2019 Q1	$545K	Buy	+3,563	New	+$535K	0.59%	41

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Wealth Management Associates's IWM Position: Q1 2024 in Review

Wealth Management Associates sold out of iShares Russell 2000 ETF (IWM) in Q1 2024, closing a stake of 1,526 shares — an estimated $306K sold.

Wealth Management Associates first reported a position in IWM in Q1 2019 and held it in 6 quarters. The position peaked at $545K in Q1 2019. 2,202 funds tracked by Wall St. Rank hold IWM as of Q1 2024.

Wealth Management Associates reported no remaining iShares Russell 2000 ETF position as of Q1 2024 after selling out during the quarter.
Wealth Management Associates sold 1,526 iShares Russell 2000 ETF shares in Q1 2024, an estimated $306K.
Wealth Management Associates first reported a position in iShares Russell 2000 ETF in Q1 2019 and held it in 6 quarters.
Wealth Management Associates's iShares Russell 2000 ETF position peaked at $545K in Q1 2019.
2,202 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2024.

Based on Wealth Management Associates's 13F filing for Q1 2024, filed 28 May 2025.