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Whitaker-Myers Wealth Managers’s iShares Russell 2000 ETF IWM Stock Holding History

Whitaker-Myers Wealth Managers’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
Q4 		– Sell
-1,108
Closed -$245K – 133
2024
Q3 		$245K Sell
1,108
-1,712
-61% -$366K 0.08% 96
2024
Q2 		$572K Sell
2,820
-2,487
-47% -$503K 0.21% 53
2024
Q1 		$1.12M Buy
+5,307
New +$1.06M 0.47% 36

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

Whitaker-Myers Wealth Managers's IWM Position: Q4 2024 in Review

Whitaker-Myers Wealth Managers sold out of iShares Russell 2000 ETF (IWM) in Q4 2024, closing a stake of 1,108 shares — an estimated $245K sold.

Whitaker-Myers Wealth Managers first reported a position in IWM in Q1 2024 and held it in 3 quarters. The position peaked at $1.12M in Q1 2024. 2,522 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

  • Whitaker-Myers Wealth Managers reported no remaining iShares Russell 2000 ETF position as of Q4 2024 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 1,108 iShares Russell 2000 ETF shares in Q4 2024, an estimated $245K.
  • Whitaker-Myers Wealth Managers first reported a position in iShares Russell 2000 ETF in Q1 2024 and held it in 3 quarters.
  • Whitaker-Myers Wealth Managers's iShares Russell 2000 ETF position peaked at $1.12M in Q1 2024.
  • 2,522 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q4 2024, filed 15 Jan 2025.