All Season Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

All Season Financial Advisors’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 Q2	–	Sell	-12,926	Closed	-$2.72M	–	103
2024 Q1	$2.72M	Buy	+12,926	New	+$2.58M	2.25%	14
2023 Q2	–	Sell	-21,401	Closed	-$3.82M	–	112
2023 Q1	$3.82M	Buy	21,401 +6,418	+43%	+$1.18M	3.46%	4
2022 Q4	$2.61M	Buy	+14,983	New	+$2.66M	2.31%	12
2022 Q1	–	Sell	-3,579	Closed	-$796K	–	154
2021 Q4	$796K	Sell	3,579 -22,174	-86%	-$5.01M	0.55%	40
2021 Q3	$5.63M	Buy	+25,753	New	+$5.71M	4.54%	2

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

All Season Financial Advisors's IWM Position: Q2 2024 in Review

All Season Financial Advisors sold out of iShares Russell 2000 ETF (IWM) in Q2 2024, closing a stake of 12,926 shares — an estimated $2.72M sold.

All Season Financial Advisors first reported a position in IWM in Q3 2021 and held it in 5 quarters. The position peaked at $5.63M in Q3 2021. 2,156 funds tracked by Wall St. Rank hold IWM as of Q2 2024.

All Season Financial Advisors reported no remaining iShares Russell 2000 ETF position as of Q2 2024 after selling out during the quarter.
All Season Financial Advisors sold 12,926 iShares Russell 2000 ETF shares in Q2 2024, an estimated $2.72M.
All Season Financial Advisors first reported a position in iShares Russell 2000 ETF in Q3 2021 and held it in 5 quarters.
All Season Financial Advisors's iShares Russell 2000 ETF position peaked at $5.63M in Q3 2021.
2,156 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2024.

Based on All Season Financial Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.