Charles Carroll Financial Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Charles Carroll Financial Partners’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	$687K	Buy	+3,425	New	+$614K	0.74%	26

Other funds holding IWM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Charles Carroll Financial Partners's IWM Position: Q4 2023 in Review

Charles Carroll Financial Partners opened a new position in iShares Russell 2000 ETF (IWM) in Q4 2023: 3,425 shares worth $687K. The stake represents 0.74% of the portfolio and ranks #26 among its holdings.

2,211 funds tracked by Wall St. Rank hold IWM as of Q4 2023.

Charles Carroll Financial Partners held 3,425 shares of iShares Russell 2000 ETF worth $687K as of Q4 2023.
iShares Russell 2000 ETF was a new Charles Carroll Financial Partners position in Q4 2023.
iShares Russell 2000 ETF made up 0.74% of Charles Carroll Financial Partners's portfolio in Q4 2023, its #26 holding.
2,211 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2023.

Based on Charles Carroll Financial Partners's 13F filing for Q4 2023, filed 6 Feb 2024.