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

Cahill 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
2023 Q4	–	Sell	-1,172	Closed	-$207K	–	45
2023 Q3	$207K	Hold	1,172	–	–	0.16%	42
2023 Q2	$220K	Buy	1,172 +1	+0.1%	+$178	0.15%	45
2023 Q1	$209K	Buy	1,171 +1	+0.1%	+$184	0.15%	45
2022 Q4	$225K	Buy	+1,170	New	+$208K	0.16%	43
2022 Q2	–	Sell	-1,166	Closed	-$239K	–	46
2022 Q1	$239K	Buy	+1,166	New	+$238K	0.18%	35

Other funds holding IWM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cahill Wealth Management's IWM Position: Q4 2023 in Review

Cahill Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q4 2023, closing a stake of 1,172 shares — an estimated $207K sold.

Cahill Wealth Management first reported a position in IWM in Q1 2022 and held it in 5 quarters. The position peaked at $239K in Q1 2022. 2,214 funds tracked by Wall St. Rank hold IWM as of Q4 2023.

Cahill Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q4 2023 after selling out during the quarter.
Cahill Wealth Management sold 1,172 iShares Russell 2000 ETF shares in Q4 2023, an estimated $207K.
Cahill Wealth Management first reported a position in iShares Russell 2000 ETF in Q1 2022 and held it in 5 quarters.
Cahill Wealth Management's iShares Russell 2000 ETF position peaked at $239K in Q1 2022.
2,214 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2023.

Based on Cahill Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.