AIP
IWM icon

Ahrens Investment Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$73.3K Buy
+411
New +$75.7K 0.04% 265
2022
Q3 		– Sell
-415
Closed -$70K – 538
2022
Q2 		$70K Buy
415
+4
+1% +$737 0.03% 277
2022
Q1 		$84K Hold
411
– – 0.03% 301
2021
Q4 		$91K Buy
+411
New +$92.9K 0.04% 302

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Ahrens Investment Partners's IWM Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in iShares Russell 2000 ETF (IWM) in Q1 2023: 411 shares worth $73.3K. The stake represents 0.04% of the portfolio and ranks #265 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in IWM as recently as Q2 2022.

Ahrens Investment Partners first reported a position in IWM in Q4 2021 and has held it in 4 quarters since. The position peaked at $91K in Q4 2021. 1,903 funds tracked by Wall St. Rank hold IWM as of Q1 2023.

  • Ahrens Investment Partners held 411 shares of iShares Russell 2000 ETF worth $73.3K as of Q1 2023.
  • iShares Russell 2000 ETF was a new Ahrens Investment Partners position in Q1 2023.
  • iShares Russell 2000 ETF made up 0.04% of Ahrens Investment Partners's portfolio in Q1 2023, its #265 holding.
  • Ahrens Investment Partners first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's iShares Russell 2000 ETF position peaked at $91K in Q4 2021.
  • 1,903 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.