1832 Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

1832 Asset 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
2024 Q3	–	Sell	-156	Closed	-$31.7K	–	784
2024 Q2	$31.7K	Hold	156	–	–	﹤0.01%	721
2024 Q1	$32.8K	Buy	+156	New	+$31.1K	﹤0.01%	714
2023 Q2	–	Sell	-131	Closed	-$23.4K	–	885
2023 Q1	$23.4K	Buy	+131	New	+$24.1K	﹤0.01%	753
2022 Q2	–	Sell	-67	Closed	-$14K	–	906
2022 Q1	$14K	Buy	+67	New	+$13.7K	﹤0.01%	850
2019 Q2	–	Sell	-175	Closed	-$27K	–	724
2019 Q1	$27K	Buy	+175	New	+$26.3K	﹤0.01%	536
2015 Q3	–	Sell	-40	Closed	-$5K	–	661
2015 Q2	$5K	Buy	+40	New	+$5K	﹤0.01%	613

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

1832 Asset Management's IWM Position: Q3 2024 in Review

1832 Asset Management sold out of iShares Russell 2000 ETF (IWM) in Q3 2024, closing a stake of 156 shares — an estimated $31.7K sold.

1832 Asset Management first reported a position in IWM in Q2 2015 and held it in 6 quarters. The position peaked at $32.8K in Q1 2024. 2,253 funds tracked by Wall St. Rank hold IWM as of Q3 2024.

1832 Asset Management reported no remaining iShares Russell 2000 ETF position as of Q3 2024 after selling out during the quarter.
1832 Asset Management sold 156 iShares Russell 2000 ETF shares in Q3 2024, an estimated $31.7K.
1832 Asset Management first reported a position in iShares Russell 2000 ETF in Q2 2015 and held it in 6 quarters.
1832 Asset Management's iShares Russell 2000 ETF position peaked at $32.8K in Q1 2024.
2,253 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2024.

Based on 1832 Asset Management's 13F filing for Q3 2024, filed 13 Nov 2024.