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B&D White Capital Company’s iShares Russell 2000 ETF IWM Stock Holding History

B&D White Capital Company’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
Q2 		– Sell
-954
Closed -$201K – 54
2024
Q1 		$201K Buy
+954
New +$190K 0.04% 58
2022
Q1 		– Sell
-954
Closed -$212K – 68
2021
Q4 		$212K Hold
954
– – 0.07% 51
2021
Q3 		$208K Buy
+954
New +$211K 0.08% 74

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 $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

B&D White Capital Company's IWM Position: Q2 2024 in Review

B&D White Capital Company sold out of iShares Russell 2000 ETF (IWM) in Q2 2024, closing a stake of 954 shares — an estimated $201K sold.

B&D White Capital Company first reported a position in IWM in Q3 2021 and held it in 3 quarters. The position peaked at $212K in Q4 2021. 2,156 funds tracked by Wall St. Rank hold IWM as of Q2 2024.

  • B&D White Capital Company reported no remaining iShares Russell 2000 ETF position as of Q2 2024 after selling out during the quarter.
  • B&D White Capital Company sold 954 iShares Russell 2000 ETF shares in Q2 2024, an estimated $201K.
  • B&D White Capital Company first reported a position in iShares Russell 2000 ETF in Q3 2021 and held it in 3 quarters.
  • B&D White Capital Company's iShares Russell 2000 ETF position peaked at $212K in Q4 2021.
  • 2,156 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2024.

Based on B&D White Capital Company's 13F filing for Q2 2024, filed 13 Aug 2024.