BTG Pactual Global Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

BTG Pactual Global Asset 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 Q1	–	Sell	-4,409	Closed	-$880K	–	149
2023 Q4	$885K	Buy	+4,409	New	+$790K	0.34%	47
2022 Q2	–	Sell	-34,591	Closed	-$7.1M	–	140
2022 Q1	$7.1M	Buy	+34,591	New	+$7.06M	0.94%	40
2021 Q2	–	Sell	-3,135	Closed	-$693K	–	68
2021 Q1	$693K	Buy	+3,135	New	+$684K	0.19%	57
2020 Q4	–	Sell	-89,777	Closed	-$15.7M	–	128
2020 Q3	$13.4M	Buy	+89,777	New	+$13.5M	1.76%	11
2020 Q2	–	Sell	-111,640	Closed	-$14.6M	–	137
2020 Q1	$12.8M	Buy	+111,640	New	+$16.6M	1.76%	14
2019 Q3	–	Sell	-145,326	Closed	-$22.6M	–	66
2019 Q2	$22.6M	Buy	+145,326	New	+$22.4M	5.66%	3
2019 Q1	–	Sell	-112,686	Closed	-$15.1M	–	48
2018 Q4	$15.1M	Buy	112,686 +111,496	+9,369%	+$16.6M	13%	1
2018 Q3	$201K	Buy	+1,190	New	+$201K	0.08%	57
2018 Q2	–	Sell	-57,110	Closed	-$8.67M	–	75
2018 Q1	$8.67M	Buy	+57,110	New	+$8.82M	2.33%	19

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

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

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

BTG Pactual Global Asset Management's IWM Position: Q1 2024 in Review

BTG Pactual Global Asset Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2024, closing a stake of 4,409 shares — an estimated $880K sold.

BTG Pactual Global Asset Management first reported a position in IWM in Q1 2018 and held it in 9 quarters. The position peaked at $22.6M in Q2 2019. 2,202 funds tracked by Wall St. Rank hold IWM as of Q1 2024.

BTG Pactual Global Asset Management reported no remaining iShares Russell 2000 ETF position as of Q1 2024 after selling out during the quarter.
BTG Pactual Global Asset Management sold 4,409 iShares Russell 2000 ETF shares in Q1 2024, an estimated $880K.
BTG Pactual Global Asset Management first reported a position in iShares Russell 2000 ETF in Q1 2018 and held it in 9 quarters.
BTG Pactual Global Asset Management's iShares Russell 2000 ETF position peaked at $22.6M in Q2 2019.
2,202 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2024.

Based on BTG Pactual Global Asset Management's 13F filing for Q1 2024, filed 15 May 2024.