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CEDRUS’s iShares Russell 2000 ETF IWM Stock Holding History

CEDRUS’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 		$417K Buy
+1,886
New +$404K 0.15% 110
2022
Q4 		– Sell
-16,616
Closed -$2.74M – 152
2022
Q3 		$2.74M Buy
16,616
+365
+2% +$66.6K 2.58% 9
2022
Q2 		$2.75M Buy
16,251
+1,740
+12% +$321K 2.68% 9
2022
Q1 		$2.98M Sell
14,511
-2,960
-17% -$604K 2.69% 5
2021
Q4 		$3.89M Buy
+17,471
New +$3.95M 3.75% 3

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $6.73T AUM 46.02% 1-Year Est. Return
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

CEDRUS's IWM Position: Q3 2024 in Review

CEDRUS opened a new position in iShares Russell 2000 ETF (IWM) in Q3 2024: 1,886 shares worth $417K. The stake represents 0.15% of the portfolio and ranks #110 among its holdings. This is a return to the name: CEDRUS previously reported a position in IWM as recently as Q3 2022.

CEDRUS first reported a position in IWM in Q4 2021 and has held it in 5 quarters since. The position peaked at $3.89M in Q4 2021. 2,248 funds tracked by Wall St. Rank hold IWM as of Q3 2024.

  • CEDRUS held 1,886 shares of iShares Russell 2000 ETF worth $417K as of Q3 2024.
  • iShares Russell 2000 ETF was a new CEDRUS position in Q3 2024.
  • iShares Russell 2000 ETF made up 0.15% of CEDRUS's portfolio in Q3 2024, its #110 holding.
  • CEDRUS first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 5 quarters since.
  • CEDRUS's iShares Russell 2000 ETF position peaked at $3.89M in Q4 2021.
  • 2,248 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2024.

Based on CEDRUS's 13F filing for Q3 2024, filed 18 Oct 2024.