WWP
IWM icon

WR Wealth Planners’s iShares Russell 2000 ETF IWM Stock Holding History

WR Wealth Planners’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 		$5.12K Hold
23
– – ﹤0.01% 697
2024
Q3 		$5.1K Buy
23
+1
+5% +$214 ﹤0.01% 740
2024
Q2 		$4.47K Buy
22
+6
+38% +$1.21K ﹤0.01% 741
2024
Q1 		$3.37K Buy
+16
New +$3.19K ﹤0.01% 788

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

WR Wealth Planners's IWM Position: Q4 2024 in Review

WR Wealth Planners held its iShares Russell 2000 ETF (IWM) position steady in Q4 2024 at 23 shares worth $5.12K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

WR Wealth Planners first reported a position in IWM in Q1 2024 and has held it in 4 quarters since. 2,522 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

  • WR Wealth Planners held 23 shares of iShares Russell 2000 ETF worth $5.12K as of Q4 2024.
  • WR Wealth Planners left its iShares Russell 2000 ETF share count unchanged in Q4 2024.
  • iShares Russell 2000 ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #697 holding.
  • WR Wealth Planners first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 4 quarters since.
  • 2,522 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.