Connectus Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Connectus Wealth’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 Q1	$1.99M	Sell	9,444 -2,972	-24%	-$593K	0.05%	183
2023 Q4	$2.49M	Buy	12,416 +5,574	+81%	+$999K	0.05%	228
2023 Q3	$1.21M	Sell	6,842 -1,091	-14%	-$205K	0.03%	298
2023 Q2	$1.49M	Sell	7,933 -8,185	-51%	-$1.46M	0.03%	248
2023 Q1	$2.88M	Buy	16,118 +20	+0.1%	+$3.68K	0.07%	192
2022 Q4	$2.81M	Sell	16,098 -13,843	-46%	-$2.46M	0.07%	179
2022 Q3	$4.94M	Sell	29,941 -1,559	-5%	-$284K	0.1%	184
2022 Q2	$5.33M	Buy	31,500 +15,537	+97%	+$2.86M	0.12%	145
2022 Q1	$3.55M	Buy	+15,963	New	+$3.26M	0.11%	124

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Connectus Wealth's IWM Position: Q1 2024 in Review

Connectus Wealth reduced its iShares Russell 2000 ETF (IWM) stake by 24% in Q1 2024, selling an estimated $593K and leaving 9,444 shares worth $1.99M. The position accounts for 0.05% of the portfolio, ranked #183.

Connectus Wealth first reported a position in IWM in Q1 2022 and has held it in 9 quarters since. The position peaked at $5.33M in Q2 2022. 2,202 funds tracked by Wall St. Rank hold IWM as of Q1 2024.

Connectus Wealth held 9,444 shares of iShares Russell 2000 ETF worth $1.99M as of Q1 2024.
Connectus Wealth sold 2,972 iShares Russell 2000 ETF shares in Q1 2024, an estimated $593K.
iShares Russell 2000 ETF made up 0.05% of Connectus Wealth's portfolio in Q1 2024, its #183 holding.
Connectus Wealth first reported a position in iShares Russell 2000 ETF in Q1 2022 and has held it in 9 quarters since.
Connectus Wealth's iShares Russell 2000 ETF position peaked at $5.33M in Q2 2022.
2,202 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.