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ARS Investment Partners’s iShares Russell 2000 ETF IWM Stock Holding History

ARS Investment 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
2023
Q2 		– Sell
-7,208
Closed -$1.29M – 163
2023
Q1 		$1.29M Buy
+7,208
New +$1.33M 0.15% 73
2017
Q1 		– Sell
-12,350
Closed -$1.67M – 161
2016
Q4 		$1.67M Buy
+12,350
New +$1.58M 0.26% 77

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ARS Investment Partners's IWM Position: Q2 2023 in Review

ARS Investment Partners sold out of iShares Russell 2000 ETF (IWM) in Q2 2023, closing a stake of 7,208 shares — an estimated $1.29M sold.

ARS Investment Partners first reported a position in IWM in Q4 2016 and held it in 2 quarters. The position peaked at $1.67M in Q4 2016. 1,962 funds tracked by Wall St. Rank hold IWM as of Q2 2023.

  • ARS Investment Partners reported no remaining iShares Russell 2000 ETF position as of Q2 2023 after selling out during the quarter.
  • ARS Investment Partners sold 7,208 iShares Russell 2000 ETF shares in Q2 2023, an estimated $1.29M.
  • ARS Investment Partners first reported a position in iShares Russell 2000 ETF in Q4 2016 and held it in 2 quarters.
  • ARS Investment Partners's iShares Russell 2000 ETF position peaked at $1.67M in Q4 2016.
  • 1,962 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2023.

Based on ARS Investment Partners's 13F filing for Q2 2023, filed 11 Jul 2023.