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Alpha Financial Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Alpha Financial 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
2024
Q3 		– Sell
-1,137
Closed -$231K – 127
2024
Q2 		$231K Buy
1,137
+3
+0.3% +$606 0.2% 64
2024
Q1 		$239K Sell
1,134
-4
-0.4% -$798 0.22% 60
2023
Q4 		$228K Sell
1,138
-8,410
-88% -$1.51M 0.23% 66
2023
Q3 		$1.69M Buy
9,548
+1,498
+19% +$281K 1.96% 11
2023
Q2 		$1.51M Buy
+8,050
New +$1.44M 1.61% 13

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

Alpha Financial Partners's IWM Position: Q3 2024 in Review

Alpha Financial Partners sold out of iShares Russell 2000 ETF (IWM) in Q3 2024, closing a stake of 1,137 shares — an estimated $231K sold.

Alpha Financial Partners first reported a position in IWM in Q2 2023 and held it in 5 quarters. The position peaked at $1.69M in Q3 2023. 2,247 funds tracked by Wall St. Rank hold IWM as of Q3 2024.

  • Alpha Financial Partners reported no remaining iShares Russell 2000 ETF position as of Q3 2024 after selling out during the quarter.
  • Alpha Financial Partners sold 1,137 iShares Russell 2000 ETF shares in Q3 2024, an estimated $231K.
  • Alpha Financial Partners first reported a position in iShares Russell 2000 ETF in Q2 2023 and held it in 5 quarters.
  • Alpha Financial Partners's iShares Russell 2000 ETF position peaked at $1.69M in Q3 2023.
  • 2,247 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2024.

Based on Alpha Financial Partners's 13F filing for Q3 2024, filed 24 Oct 2024.