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Westend Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Westend Capital Management’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 		– Sell
-370
Closed -$81.8K – 246
2024
Q4 		$81.8K Hold
370
– – 0.02% 66
2024
Q3 		$81.7K Buy
+370
New +$79.2K 0.03% 64

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Bank of America
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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 $5.72T AUM 30.48% 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 $377B AUM 19.32% 1-Year Est. Return

Westend Capital Management's IWM Position: Q1 2025 in Review

Westend Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2025, closing a stake of 370 shares — an estimated $81.8K sold.

Westend Capital Management first reported a position in IWM in Q3 2024 and held it in 2 quarters. The position peaked at $81.8K in Q4 2024. 2,359 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

  • Westend Capital Management reported no remaining iShares Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
  • Westend Capital Management sold 370 iShares Russell 2000 ETF shares in Q1 2025, an estimated $81.8K.
  • Westend Capital Management first reported a position in iShares Russell 2000 ETF in Q3 2024 and held it in 2 quarters.
  • Westend Capital Management's iShares Russell 2000 ETF position peaked at $81.8K in Q4 2024.
  • 2,359 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

Based on Westend Capital Management's 13F filing for Q1 2025, filed 24 Apr 2025.