9WM
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9258 Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

9258 Wealth 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 		$1.16M Sell
5,240
-333
-6% -$71.3K 0.17% 112
2024
Q2 		$1.13M Buy
5,573
+13
+0.2% +$2.63K 0.17% 108
2024
Q1 		$1.17M Sell
5,560
-4
-0.1% -$798 0.18% 105
2023
Q4 		$1.12M Sell
5,564
-506
-8% -$90.7K 0.2% 104
2023
Q3 		$1.07M Sell
6,070
-63
-1% -$11.8K 0.21% 91
2023
Q2 		$1.15M Sell
6,133
-1,657
-21% -$295K 0.22% 87
2023
Q1 		$1.39M Sell
7,790
-668
-8% -$123K 0.28% 72
2022
Q4 		$1.47M Sell
8,458
-651
-7% -$116K 0.32% 71
2022
Q3 		$1.5M Sell
9,109
-1,094
-11% -$200K 0.38% 59
2022
Q2 		$1.73M Sell
10,203
-990
-9% -$182K 0.44% 52
2022
Q1 		$2.3M Buy
11,193
+4,398
+65% +$897K 0.53% 37
2021
Q4 		$1.51M Buy
6,795
+2,864
+73% +$647K 0.35% 55
2021
Q3 		$860K Buy
3,931
+558
+17% +$124K 0.23% 108
2021
Q2 		$774K Sell
3,373
-520
-13% -$117K 0.21% 122
2021
Q1 		$860K Buy
3,893
+278
+8% +$60.7K 0.26% 95
2020
Q4 		$709K Buy
3,615
+368
+11% +$64.4K 0.23% 111
2020
Q3 		$497K Sell
3,247
-9
-0.3% -$1.35K 0.19% 135
2020
Q2 		$466K Sell
3,256
-71
-2% -$9.32K 0.19% 144
2020
Q1 		$423K Buy
3,327
+1,973
+146% +$294K 0.19% 141
2019
Q4 		$224K Buy
+1,354
New +$214K 0.08% 261

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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 $530B 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 $62.2B AUM 31.35% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

9258 Wealth Management's IWM Position: Q3 2024 in Review

9258 Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 6% in Q3 2024, selling an estimated $71.3K and leaving 5,240 shares worth $1.16M. The position accounts for 0.17% of the portfolio, ranked #112.

9258 Wealth Management first reported a position in IWM in Q4 2019 and has held it in 20 quarters since. The position peaked at $2.3M in Q1 2022. 2,247 funds tracked by Wall St. Rank hold IWM as of Q3 2024.

  • 9258 Wealth Management held 5,240 shares of iShares Russell 2000 ETF worth $1.16M as of Q3 2024.
  • 9258 Wealth Management sold 333 iShares Russell 2000 ETF shares in Q3 2024, an estimated $71.3K.
  • iShares Russell 2000 ETF made up 0.17% of 9258 Wealth Management's portfolio in Q3 2024, its #112 holding.
  • 9258 Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 20 quarters since.
  • 9258 Wealth Management's iShares Russell 2000 ETF position peaked at $2.3M in Q1 2022.
  • 2,247 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.