1832 Asset Management
IWM icon

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
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Goldman Sachs
Goldman Sachs New York $761B 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 $501B 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 $60.6B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return