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

Brophy 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 Q3	$1.68M	Buy	+7,623	New	+$1.63M	0.6%	34

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Brophy Wealth Management's IWM Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in iShares Russell 2000 ETF (IWM) in Q3 2024: 7,623 shares worth $1.68M. The stake represents 0.6% of the portfolio and ranks #34 among its holdings.

2,247 funds tracked by Wall St. Rank hold IWM as of Q3 2024.

Brophy Wealth Management held 7,623 shares of iShares Russell 2000 ETF worth $1.68M as of Q3 2024.
iShares Russell 2000 ETF was a new Brophy Wealth Management position in Q3 2024.
iShares Russell 2000 ETF made up 0.6% of Brophy Wealth Management's portfolio in Q3 2024, its #34 holding.
2,247 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.