Carmichael Hill & Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Carmichael Hill & Associates’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	$203K	Buy	920 +417	+83%	+$89.2K	0.07%	187
2024 Q2	$102K	Sell	503 -360	-42%	-$72.8K	0.04%	243
2024 Q1	$181K	Sell	863 -8	-0.9%	-$1.6K	0.07%	192
2023 Q4	$175K	Hold	871	–	–	0.07%	191
2023 Q3	$154K	Buy	871 +11	+1%	+$2.06K	0.07%	196
2023 Q2	$161K	Sell	860 -3,653	-81%	-$651K	0.07%	192
2023 Q1	$805K	Hold	4,513	–	–	0.39%	61
2022 Q4	$787K	Sell	4,513 -17	-0.4%	-$3.02K	0.4%	57
2022 Q3	$747K	Hold	4,530	–	–	0.4%	56
2022 Q2	$767K	Buy	4,530 +17	+0.4%	+$3.13K	0.4%	58
2022 Q1	$926K	Hold	4,513	–	–	0.43%	49
2021 Q4	$1M	Buy	4,513 +3,798	+531%	+$858K	0.45%	46
2021 Q3	$156K	Hold	715	–	–	0.08%	198
2021 Q2	$164K	Sell	715 -175	-20%	-$39.3K	0.08%	191
2021 Q1	$197K	Hold	890	–	–	0.11%	157
2020 Q4	$174K	Hold	890	–	–	0.1%	160
2020 Q3	$133K	Buy	890 +240	+37%	+$36.1K	0.09%	177
2020 Q2	$93K	Hold	650	–	–	0.07%	202
2020 Q1	$74K	Hold	650	–	–	0.06%	204
2019 Q4	$108K	Buy	+650	New	+$103K	0.08%	189

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

Carmichael Hill & Associates's IWM Position: Q3 2024 in Review

Carmichael Hill & Associates increased its iShares Russell 2000 ETF (IWM) stake by 83% in Q3 2024, buying an estimated $89.2K and bringing the position to 920 shares worth $203K. The position accounts for 0.07% of the portfolio, ranked #187.

Carmichael Hill & Associates first reported a position in IWM in Q4 2019 and has held it in 20 quarters since. The position peaked at $1M in Q4 2021. 2,247 funds tracked by Wall St. Rank hold IWM as of Q3 2024.

Carmichael Hill & Associates held 920 shares of iShares Russell 2000 ETF worth $203K as of Q3 2024.
Carmichael Hill & Associates bought 417 iShares Russell 2000 ETF shares in Q3 2024, an estimated $89.2K.
iShares Russell 2000 ETF made up 0.07% of Carmichael Hill & Associates's portfolio in Q3 2024, its #187 holding.
Carmichael Hill & Associates first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 20 quarters since.
Carmichael Hill & Associates's iShares Russell 2000 ETF position peaked at $1M in Q4 2021.
2,247 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.