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Connective Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Connective Capital Management’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
-34,842
Closed -$7.33M – 33
2024
Q1 		$7.33M Buy
34,842
+14,342
+70% +$2.86M 11.18% 3
2023
Q4 		$4.11M Buy
+20,500
New +$3.67M 3.43% 5
2016
Q2 		$9.07M Buy
78,915
+13,876
+21% +$1.57M 27.2% 1
2016
Q1 		$7.2M Buy
65,039
+25,159
+63% +$2.6M 22.36% 1
2015
Q4 		$4.49M Sell
39,880
-112,993
-74% -$13M 9.42% 2
2015
Q3 		$16.7M Buy
+152,873
New +$18.1M 34.25% 1
2015
Q2 		– Sell
-67,351
Closed -$8.38M – 40
2015
Q1 		$8.38M Sell
67,351
-13,034
-16% -$1.57M 13.13% 2
2014
Q4 		$9.62M Sell
80,385
-95,978
-54% -$11M 15.67% 1
2014
Q3 		$19.3M Buy
176,363
+69,452
+65% +$7.95M 28.99% 1
2014
Q2 		$12.7M Buy
106,911
+59,891
+127% +$6.8M 22.23% 1
2014
Q1 		$5.47M Sell
47,020
-41,787
-47% -$4.82M 8.76% 1
2013
Q4 		$10.2M Sell
88,807
-20,879
-19% -$2.31M 11.99% 1
2013
Q3 		$11.7M Sell
109,686
-7,664
-7% -$793K 16.3% 1
2013
Q2 		$11.4M Buy
+117,350
New +$11.2M 16.7% 1

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 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 $250B AUM 21.32% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Connective Capital Management's IWM Position: Q2 2024 in Review

Connective Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2024, closing a stake of 34,842 shares — an estimated $7.33M sold.

Connective Capital Management first reported a position in IWM in Q2 2013 and held it in 14 quarters. The position peaked at $19.3M in Q3 2014. 2,161 funds tracked by Wall St. Rank hold IWM as of Q2 2024.

  • Connective Capital Management reported no remaining iShares Russell 2000 ETF position as of Q2 2024 after selling out during the quarter.
  • Connective Capital Management sold 34,842 iShares Russell 2000 ETF shares in Q2 2024, an estimated $7.33M.
  • Connective Capital Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 14 quarters.
  • Connective Capital Management's iShares Russell 2000 ETF position peaked at $19.3M in Q3 2014.
  • 2,161 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2024.

Based on Connective Capital Management's 13F filing for Q2 2024, filed 19 Aug 2024.