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Commonwealth Retirement Investments’s iShares Russell 2000 ETF IWM Stock Holding History

Commonwealth Retirement Investments’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
-1,000
Closed -$210K – 93
2024
Q1 		$210K Buy
+1,000
New +$199K 0.1% 78

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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

Commonwealth Retirement Investments's IWM Position: Q2 2024 in Review

Commonwealth Retirement Investments sold out of iShares Russell 2000 ETF (IWM) in Q2 2024, closing a stake of 1,000 shares — an estimated $210K sold.

Commonwealth Retirement Investments first reported a position in IWM in Q1 2024 and held it in 1 quarter. The position peaked at $210K in Q1 2024. 2,156 funds tracked by Wall St. Rank hold IWM as of Q2 2024.

  • Commonwealth Retirement Investments reported no remaining iShares Russell 2000 ETF position as of Q2 2024 after selling out during the quarter.
  • Commonwealth Retirement Investments sold 1,000 iShares Russell 2000 ETF shares in Q2 2024, an estimated $210K.
  • Commonwealth Retirement Investments first reported a position in iShares Russell 2000 ETF in Q1 2024 and held it in 1 quarter.
  • Commonwealth Retirement Investments's iShares Russell 2000 ETF position peaked at $210K in Q1 2024.
  • 2,156 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2024.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2024, filed 5 Aug 2024.