West Coast Financial’s iShares Russell 2000 ETF IWM Stock Holding History

West Coast Financial’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 Q2	–	Sell	-7,952	Closed	-$1.59M	–	75
2025 Q1	$1.59M	Sell	7,952 -13	-0.2%	-$2.82K	0.18%	64
2024 Q4	$1.76M	Sell	7,965 -269	-3%	-$61.3K	0.19%	61
2024 Q3	$1.82M	Sell	8,234 -138	-2%	-$29.5K	0.2%	65
2024 Q2	$1.7M	Hold	8,372	–	–	0.2%	63
2024 Q1	$1.76M	Sell	8,372 -310	-4%	-$61.8K	0.21%	60
2023 Q4	$1.74M	Buy	8,682 +1,480	+21%	+$265K	0.23%	61
2023 Q3	$1.27M	Sell	7,202 -117	-2%	-$22K	0.19%	76
2023 Q2	$1.37M	Sell	7,319 -868	-11%	-$155K	0.19%	75
2023 Q1	$1.46M	Sell	8,187 -158	-2%	-$29.1K	0.22%	72
2022 Q4	$1.46M	Sell	8,345 -291	-3%	-$51.8K	0.25%	67
2022 Q3	$1.42M	Buy	8,636 +683	+9%	+$125K	0.26%	65
2022 Q2	$1.35M	Sell	7,953 -237	-3%	-$43.7K	0.24%	63
2022 Q1	$1.68M	Sell	8,190 -396	-5%	-$80.8K	0.26%	61
2021 Q4	$1.91M	Sell	8,586 -195	-2%	-$44.1K	0.27%	60
2021 Q3	$1.92M	Sell	8,781 -75	-0.8%	-$16.6K	0.31%	60
2021 Q2	$2.03M	Sell	8,856 -976	-10%	-$219K	0.33%	58
2021 Q1	$2.17M	Sell	9,832 -730	-7%	-$159K	0.38%	57
2020 Q4	$2.07M	Buy	10,562 +10	+0.1%	+$1.75K	0.4%	53
2020 Q3	$1.58M	Sell	10,552 -558	-5%	-$83.9K	0.36%	55
2020 Q2	$1.59M	Buy	11,110 +4,781	+76%	+$627K	0.39%	51
2020 Q1	$724K	Sell	6,329 -484	-7%	-$72.2K	0.19%	61
2019 Q4	$1.13M	Buy	6,813 +184	+3%	+$29.1K	0.24%	56
2019 Q3	$1M	Hold	6,629	–	–	0.23%	60
2019 Q2	$1.03M	Sell	6,629 -5,700	-46%	-$879K	0.24%	63
2019 Q1	$1.89M	Buy	12,329 +22	+0.2%	+$3.31K	0.45%	48
2018 Q4	$1.65M	Buy	12,307 +5,685	+86%	+$848K	0.47%	47
2018 Q3	$1.12M	Buy	6,622 +1,604	+32%	+$271K	0.26%	69
2018 Q2	$822K	Sell	5,018 -1,483	-23%	-$237K	0.23%	67
2018 Q1	$987K	Sell	6,501 -54	-0.8%	-$8.34K	0.28%	60
2017 Q4	$999K	Sell	6,555 -3,928	-37%	-$590K	0.28%	62
2017 Q3	$1.55M	Buy	10,483 +1,111	+12%	+$156K	0.42%	54
2017 Q2	$1.32M	Sell	9,372 -216	-2%	-$29.9K	0.42%	50
2017 Q1	$1.31M	Sell	9,588 -1,310	-12%	-$179K	0.42%	58
2016 Q4	$1.47M	Sell	10,898 -529	-5%	-$67.6K	0.47%	54
2016 Q3	$1.42M	Sell	11,427 -457	-4%	-$55.5K	0.46%	59
2016 Q2	$1.37M	Sell	11,884 -114	-1%	-$12.9K	0.49%	55
2016 Q1	$1.33M	Buy	11,998 +1,033	+9%	+$107K	0.55%	49
2015 Q4	$1.24M	Buy	10,965 +187	+2%	+$21.6K	0.52%	56
2015 Q3	$1.18M	Sell	10,778 -420	-4%	-$49.8K	0.53%	53
2015 Q2	$1.4M	Sell	11,198 -95	-0.8%	-$11.9K	0.61%	50
2015 Q1	$1.4M	Sell	11,293 -1,046	-8%	-$126K	0.65%	48
2014 Q4	$1.48M	Buy	12,339 +710	+6%	+$81.2K	0.76%	49
2014 Q3	$1.27M	Buy	11,629 +11	+0.1%	+$1.26K	0.72%	51
2014 Q2	$1.34M	Buy	11,618 +645	+6%	+$73.3K	0.71%	51
2014 Q1	$1.28M	Buy	10,973 +1,395	+15%	+$161K	0.65%	55
2013 Q4	$1.1M	Buy	9,578 +90	+0.9%	+$9.94K	0.57%	60
2013 Q3	$1.01M	Buy	9,488 +665	+8%	+$68.8K	0.56%	62
2013 Q2	$856K	Buy	+8,823	New	+$843K	0.47%	67

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

West Coast Financial's IWM Position: Q2 2025 in Review

West Coast Financial sold out of iShares Russell 2000 ETF (IWM) in Q2 2025, closing a stake of 7,952 shares — an estimated $1.59M sold.

West Coast Financial first reported a position in IWM in Q2 2013 and held it in 48 quarters. The position peaked at $2.17M in Q1 2021. 2,363 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

West Coast Financial reported no remaining iShares Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
West Coast Financial sold 7,952 iShares Russell 2000 ETF shares in Q2 2025, an estimated $1.59M.
West Coast Financial first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 48 quarters.
West Coast Financial's iShares Russell 2000 ETF position peaked at $2.17M in Q1 2021.
2,363 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.