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Beach Investment Counsel’s iShares Russell 2000 ETF IWM Stock Holding History

Beach Investment Counsel’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
-350
Closed -$77K – 166
2024
Q3 		$77K Hold
350
– – 0.01% 166
2024
Q2 		$71K Buy
+350
New +$70.7K 0.01% 164

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Beach Investment Counsel's IWM Position: Q4 2024 in Review

Beach Investment Counsel sold out of iShares Russell 2000 ETF (IWM) in Q4 2024, closing a stake of 350 shares — an estimated $77K sold.

Beach Investment Counsel first reported a position in IWM in Q2 2024 and held it in 2 quarters. The position peaked at $77K in Q3 2024. 2,528 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

  • Beach Investment Counsel reported no remaining iShares Russell 2000 ETF position as of Q4 2024 after selling out during the quarter.
  • Beach Investment Counsel sold 350 iShares Russell 2000 ETF shares in Q4 2024, an estimated $77K.
  • Beach Investment Counsel first reported a position in iShares Russell 2000 ETF in Q2 2024 and held it in 2 quarters.
  • Beach Investment Counsel's iShares Russell 2000 ETF position peaked at $77K in Q3 2024.
  • 2,528 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

Based on Beach Investment Counsel's 13F filing for Q4 2024, filed 27 Jan 2025.