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

CarsonAllaria 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
Q2 		– Sell
-7
Closed -$1.47K – 396
2024
Q1 		$1.47K Buy
+7
New +$1.4K ﹤0.01% 348

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

CarsonAllaria Wealth Management's IWM Position: Q2 2024 in Review

CarsonAllaria Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2024, closing a stake of 7 shares — an estimated $1.47K sold.

CarsonAllaria Wealth Management first reported a position in IWM in Q1 2024 and held it in 1 quarter. The position peaked at $1.47K in Q1 2024. 2,156 funds tracked by Wall St. Rank hold IWM as of Q2 2024.

  • CarsonAllaria Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q2 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 7 iShares Russell 2000 ETF shares in Q2 2024, an estimated $1.47K.
  • CarsonAllaria Wealth Management first reported a position in iShares Russell 2000 ETF in Q1 2024 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's iShares Russell 2000 ETF position peaked at $1.47K in Q1 2024.
  • 2,156 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.