BHWM
IWM icon

Bay Harbor Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Bay Harbor Wealth Management’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
Q4 		– Sell
-50
Closed -$11K – 188
2024
Q3 		$11K Hold
50
– – ﹤0.01% 120
2024
Q2 		$10.1K Hold
50
– – ﹤0.01% 118
2024
Q1 		$10.5K Buy
+50
New +$9.97K ﹤0.01% 119
2021
Q1 		– Sell
-58
Closed -$11K – 325
2020
Q4 		$11K Hold
58
– – 0.01% 227
2020
Q3 		$9K Buy
58
+50
+625% +$7.52K ﹤0.01% 235
2020
Q2 		$1K Buy
+8
New +$1.05K ﹤0.01% 316
2019
Q4 		– Sell
-45
Closed -$7K – 361
2019
Q3 		$7K Sell
45
-12
-21% -$1.83K ﹤0.01% 250
2019
Q2 		$9K Sell
57
-7
-11% -$1.08K 0.01% 239
2019
Q1 		$10K Buy
64
+38
+146% +$5.71K 0.01% 273
2018
Q4 		$3K Buy
+26
New +$3.88K ﹤0.01% 304

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return