Ardsley Advisory Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Ardsley Advisory 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 Q1	–	Hold	0	–	–	–	160
2023 Q4	–	Hold	0	–	–	–	170
2022 Q4	–	Hold	0	–	–	–	146
2022 Q3	–	Hold	0	–	–	–	133
2019 Q3	–	Hold	0	–	–	–	164
2019 Q2	–	Hold	0	–	–	–	167
2016 Q3	–	Hold	0	–	–	–	188
2016 Q2	–	Hold	0	–	–	–	181
2015 Q4	–	Hold	0	–	–	–	179
2015 Q3	–	Sell	-80,000	Closed	-$9.49M	–	173
2015 Q2	$9.99M	Buy	+80,000	New	+$9.99M	1.25%	27
2015 Q1	–	Hold	0	–	–	–	229
2014 Q4	–	Hold	0	–	–	–	230
2014 Q3	–	Hold	0	–	–	–	233
2014 Q1	–	Hold	0	–	–	–	255
2013 Q4	–	Hold	0	–	–	–	181

Other funds holding IWM

Bank of America

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

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