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Altus Wealth Group’s iShares Russell 2000 ETF IWM Stock Holding History

Altus Wealth Group’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
Q1 		– Sell
-1,416
Closed -$284K – 149
2023
Q4 		$284K Buy
1,416
+8
+0.6% +$1.43K 0.16% 113
2023
Q3 		$249K Hold
1,408
– – 0.16% 111
2023
Q2 		$264K Sell
1,408
-538
-28% -$95.9K 0.16% 115
2023
Q1 		$347K Buy
1,946
+48
+3% +$8.84K 0.23% 97
2022
Q4 		$331K Buy
+1,898
New +$338K 0.25% 98
2021
Q2 		– Sell
-45
Closed -$10K – 142
2021
Q1 		$10K Sell
45
-10
-18% -$2.18K 0.01% 152
2020
Q4 		$11K Buy
+55
New +$9.62K 0.01% 501

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 $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return