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CBIZ Investment Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-8
Closed -$162 – 419
2024
Q2 		$162 Buy
+8
New +$1.62K ﹤0.01% 395

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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
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

CBIZ Investment Advisory Services's IWM Position: Q3 2024 in Review

CBIZ Investment Advisory Services sold out of iShares Russell 2000 ETF (IWM) in Q3 2024, closing a stake of 8 shares — an estimated $162 sold.

CBIZ Investment Advisory Services first reported a position in IWM in Q2 2024 and held it in 1 quarter. The position peaked at $162 in Q2 2024. 2,247 funds tracked by Wall St. Rank hold IWM as of Q3 2024.

  • CBIZ Investment Advisory Services reported no remaining iShares Russell 2000 ETF position as of Q3 2024 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 8 iShares Russell 2000 ETF shares in Q3 2024, an estimated $162.
  • CBIZ Investment Advisory Services first reported a position in iShares Russell 2000 ETF in Q2 2024 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's iShares Russell 2000 ETF position peaked at $162 in Q2 2024.
  • 2,247 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2024.

Based on CBIZ Investment Advisory Services's 13F filing for Q3 2024, filed 12 Nov 2024.