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Boothe Investment Group’s iShares Russell 2000 ETF IWM Stock Holding History

Boothe Investment Group’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
-107,436
Closed -$21.6M – 38
2023
Q4 		$21.6M Sell
107,436
-427
-0.4% -$76.5K 9.74% 2
2023
Q3 		$19.1M Buy
107,863
+5,378
+5% +$1.01M 9.6% 3
2023
Q2 		$19.2M Buy
102,485
+1,613
+2% +$288K 10.17% 3
2023
Q1 		$18M Buy
100,872
+6,467
+7% +$1.19M 9.59% 3
2022
Q4 		$16.5M Buy
94,405
+634
+0.7% +$113K 15.92% 1
2022
Q3 		$15.5M Buy
93,771
+3,399
+4% +$620K 10.03% 1
2022
Q2 		$15.5M Buy
90,372
+1,271
+1% +$234K 13.08% 1
2022
Q1 		$18.5M Buy
89,101
+13,559
+18% +$2.77M 12.76% 1
2021
Q4 		$16.8M Buy
75,542
+6,294
+9% +$1.42M 8.98% 1
2021
Q3 		$15.4M Buy
69,248
+1,994
+3% +$442K 8.4% 2
2021
Q2 		$15.6M Buy
67,254
+3,261
+5% +$733K 8.17% 2
2021
Q1 		$14.1M Buy
63,993
+1,541
+2% +$336K 8.24% 2
2020
Q4 		$12.2M Buy
62,452
+1,831
+3% +$320K 8.45% 2
2020
Q3 		$9.08M Buy
60,621
+329
+0.5% +$49.5K 7.75% 3
2020
Q2 		$8.63M Buy
+60,292
New +$7.91M 7.64% 3
2019
Q4 		$8.03M Buy
48,468
+950
+2% +$150K 8.2% 3
2019
Q3 		$7.19M Buy
+47,518
New +$7.26M 7.57% 3

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Boothe Investment Group's IWM Position: Q1 2024 in Review

Boothe Investment Group sold out of iShares Russell 2000 ETF (IWM) in Q1 2024, closing a stake of 107,436 shares — an estimated $21.6M sold.

Boothe Investment Group first reported a position in IWM in Q3 2019 and held it in 17 quarters. The position peaked at $21.6M in Q4 2023. 2,202 funds tracked by Wall St. Rank hold IWM as of Q1 2024.

  • Boothe Investment Group reported no remaining iShares Russell 2000 ETF position as of Q1 2024 after selling out during the quarter.
  • Boothe Investment Group sold 107,436 iShares Russell 2000 ETF shares in Q1 2024, an estimated $21.6M.
  • Boothe Investment Group first reported a position in iShares Russell 2000 ETF in Q3 2019 and held it in 17 quarters.
  • Boothe Investment Group's iShares Russell 2000 ETF position peaked at $21.6M in Q4 2023.
  • 2,202 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2024.

Based on Boothe Investment Group's 13F filing for Q1 2024, filed 30 Apr 2024.