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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 $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Altus Wealth Group's IWM Position: Q1 2024 in Review

Altus Wealth Group sold out of iShares Russell 2000 ETF (IWM) in Q1 2024, closing a stake of 1,416 shares — an estimated $284K sold.

Altus Wealth Group first reported a position in IWM in Q4 2020 and held it in 7 quarters. The position peaked at $347K in Q1 2023. 2,207 funds tracked by Wall St. Rank hold IWM as of Q1 2024.

  • Altus Wealth Group reported no remaining iShares Russell 2000 ETF position as of Q1 2024 after selling out during the quarter.
  • Altus Wealth Group sold 1,416 iShares Russell 2000 ETF shares in Q1 2024, an estimated $284K.
  • Altus Wealth Group first reported a position in iShares Russell 2000 ETF in Q4 2020 and held it in 7 quarters.
  • Altus Wealth Group's iShares Russell 2000 ETF position peaked at $347K in Q1 2023.
  • 2,207 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2024.

Based on Altus Wealth Group's 13F filing for Q1 2024, filed 2 May 2024.