Annapolis Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History

Annapolis Financial Services’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	$38K	Hold	172	–	–	0.01%	175
2024 Q2	$34.9K	Hold	172	–	–	0.01%	174
2024 Q1	$36.2K	Sell	172 -72	-30%	-$14.4K	0.01%	171
2023 Q4	$49K	Hold	244	–	–	0.01%	198
2023 Q3	$43.1K	Buy	244 +96	+65%	+$18K	0.01%	195
2023 Q2	$27.7K	Hold	148	–	–	0.01%	235
2023 Q1	$26.4K	Buy	148 +72	+95%	+$13.3K	0.01%	224
2022 Q4	$13.3K	Hold	76	–	–	﹤0.01%	278
2022 Q3	$13K	Hold	76	–	–	﹤0.01%	305
2022 Q2	$13K	Hold	76	–	–	﹤0.01%	273
2022 Q1	$16K	Hold	76	–	–	0.01%	273
2021 Q4	$17K	Hold	76	–	–	0.01%	274
2021 Q3	$17K	Hold	76	–	–	0.01%	253
2021 Q2	$17K	Sell	76 -337	-82%	-$75.8K	0.01%	232
2021 Q1	$91K	Hold	413	–	–	0.03%	127
2020 Q4	$81K	Buy	+413	New	+$72.3K	0.03%	126

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

Annapolis Financial Services's IWM Position: Q3 2024 in Review

Annapolis Financial Services held its iShares Russell 2000 ETF (IWM) position steady in Q3 2024 at 172 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #175.

Annapolis Financial Services first reported a position in IWM in Q4 2020 and has held it in 16 quarters since. The position peaked at $91K in Q1 2021. 2,247 funds tracked by Wall St. Rank hold IWM as of Q3 2024.

Annapolis Financial Services held 172 shares of iShares Russell 2000 ETF worth $38K as of Q3 2024.
Annapolis Financial Services left its iShares Russell 2000 ETF share count unchanged in Q3 2024.
iShares Russell 2000 ETF made up 0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #175 holding.
Annapolis Financial Services first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 16 quarters since.
Annapolis Financial Services's iShares Russell 2000 ETF position peaked at $91K in Q1 2021.
2,247 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.