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BBJS Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

BBJS Financial Advisors’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 		$59.2K Hold
268
– – 0.02% 66
2024
Q2 		$54.3K Buy
268
+1
+0.4% +$202 0.02% 66
2024
Q1 		$56.2K Buy
267
+230
+622% +$45.9K 0.02% 64
2023
Q4 		$7.33K Buy
37
+1
+3% +$179 ﹤0.01% 94
2023
Q3 		$6.41K Buy
36
+10
+38% +$1.88K ﹤0.01% 100
2023
Q2 		$4.92K Buy
26
+10
+63% +$1.78K ﹤0.01% 98
2023
Q1 		$2.89K Hold
16
– – ﹤0.01% 112
2022
Q4 		$2.82K Buy
+16
New +$2.85K ﹤0.01% 117

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

BBJS Financial Advisors's IWM Position: Q3 2024 in Review

BBJS Financial Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q3 2024 at 268 shares worth $59.2K. The position accounts for 0.02% of the portfolio, ranked #66.

BBJS Financial Advisors first reported a position in IWM in Q4 2022 and has held it in 8 quarters since. 2,247 funds tracked by Wall St. Rank hold IWM as of Q3 2024.

  • BBJS Financial Advisors held 268 shares of iShares Russell 2000 ETF worth $59.2K as of Q3 2024.
  • BBJS Financial Advisors left its iShares Russell 2000 ETF share count unchanged in Q3 2024.
  • iShares Russell 2000 ETF made up 0.02% of BBJS Financial Advisors's portfolio in Q3 2024, its #66 holding.
  • BBJS Financial Advisors first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 8 quarters since.
  • 2,247 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.