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Beverly Hills Private Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Beverly Hills Private Wealth’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
Q1 		– Sell
-9,366
Closed -$1.88M – 373
2023
Q4 		$1.88M Buy
+9,366
New +$1.68M 0.49% 60

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Beverly Hills Private Wealth's IWM Position: Q1 2024 in Review

Beverly Hills Private Wealth sold out of iShares Russell 2000 ETF (IWM) in Q1 2024, closing a stake of 9,366 shares — an estimated $1.88M sold.

Beverly Hills Private Wealth first reported a position in IWM in Q4 2023 and held it in 1 quarter. The position peaked at $1.88M in Q4 2023. 2,208 funds tracked by Wall St. Rank hold IWM as of Q1 2024.

  • Beverly Hills Private Wealth reported no remaining iShares Russell 2000 ETF position as of Q1 2024 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 9,366 iShares Russell 2000 ETF shares in Q1 2024, an estimated $1.88M.
  • Beverly Hills Private Wealth first reported a position in iShares Russell 2000 ETF in Q4 2023 and held it in 1 quarter.
  • Beverly Hills Private Wealth's iShares Russell 2000 ETF position peaked at $1.88M in Q4 2023.
  • 2,208 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2024.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2024, filed 9 May 2024.