We are live on ! Find out more
IWM icon

iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
QTM
2001
qPULA Trading Management
New York
– -$208K -1,012 Closed
CCA
2002
Cottonwood Capital Advisors
Utah
– -$207K -1,010 Closed
VCP
2003
Verus Capital Partners
Arizona
– -$206K -1,010 Closed
1W
2004
1776 Wealth
Georgia
– -$205K -1,000 Closed
BCM
2005
Buckhead Capital Management
Georgia
– -$205K -1,000 Closed
KMWM
2006
Keudell/Morrison Wealth Management
Oregon
– -$205K -1,000 Closed
SC
2007
Shay Capital
New York
– -$184K -1,000 Closed
TC
2008
Tenret Company
Florida
– -$205K -1,000 Closed
LWMNY
2009
Landmark Wealth Management (New York)
New York
– -$205K -998 Closed
HCM
2010
Hilton Capital Management
New York
– -$204K -995 Closed
WIA
2011
World Investment Advisors
California
– -$203K -990 Closed
GHA
2012
GW Henssler & Associates
Georgia
– -$202K -985 Closed
BIM
2013
Bridges Investment Management
Nebraska
– -$202K -984 Closed
FUBT
2014
First United Bank & Trust
Maryland
– -$202K -984 Closed
SFPG
2015
Stonebridge Financial Planning Group
Florida
– -$201K -978 Closed
BBA
2016
BLB&B Advisors
Pennsylvania
– -$200K -974 Closed
LRPA
2017
L. Roy Papp & Associates
Arizona
– -$200K -974 Closed
ADL
2018
Asset Dedication LLC
California
– -$181K -883 Closed
FAG
2019
Fortitude Advisory Group
Washington
– -$179K -873 Closed
PP
2020
PDS Planning
Ohio
– -$114K -557 Closed
EPM
2021
Elm Partners Management
Pennsylvania
– -$112K -544 Closed
EWM
2022
EPG Wealth Management
Georgia
– -$71K -346 Closed
SCA
2023
Sandy Cove Advisors
Massachusetts
– -$52K -255 Closed
FFC
2024
First Financial Corp
Indiana
– -$48K -236 Closed
RFWA
2025
RPg Family Wealth Advisory
Massachusetts
– -$43.5K -212 Closed
78 79 80
81
82