Chartwell Investment Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Chartwell Investment 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
2024 Q3	$212K	Buy	+961	New	+$206K	0.01%	412
2024 Q2	–	Sell	-961	Closed	-$202K	–	428
2024 Q1	$202K	Buy	+961	New	+$192K	0.01%	408
2022 Q1	–	Sell	-961	Closed	-$214K	–	431
2021 Q4	$214K	Hold	961	–	–	0.01%	422
2021 Q3	$210K	Hold	961	–	–	0.01%	426
2021 Q2	$220K	Hold	961	–	–	0.01%	423
2021 Q1	$212K	Buy	+961	New	+$210K	0.01%	415

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

Chartwell Investment Partners's IWM Position: Q3 2024 in Review

Chartwell Investment Partners opened a new position in iShares Russell 2000 ETF (IWM) in Q3 2024: 961 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #412 among its holdings. This is a return to the name: Chartwell Investment Partners previously reported a position in IWM as recently as Q1 2024.

Chartwell Investment Partners first reported a position in IWM in Q1 2021 and has held it in 6 quarters since. The position peaked at $220K in Q2 2021. 2,247 funds tracked by Wall St. Rank hold IWM as of Q3 2024.

Chartwell Investment Partners held 961 shares of iShares Russell 2000 ETF worth $212K as of Q3 2024.
iShares Russell 2000 ETF was a new Chartwell Investment Partners position in Q3 2024.
iShares Russell 2000 ETF made up 0.01% of Chartwell Investment Partners's portfolio in Q3 2024, its #412 holding.
Chartwell Investment Partners first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 6 quarters since.
Chartwell Investment Partners's iShares Russell 2000 ETF position peaked at $220K in Q2 2021.
2,247 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2024.

Based on Chartwell Investment Partners's 13F filing for Q3 2024, filed 4 Nov 2024.