Coury Firm Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Coury Firm Asset 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
2023 Q3	$289K	Buy	1,635 +106	+7%	+$19.9K	0.46%	32
2023 Q2	$286K	Sell	1,529 -707	-32%	-$126K	0.41%	41
2023 Q1	$399K	Buy	2,236 +2	+0.1%	+$368	0.56%	31
2022 Q4	$390K	Buy	2,234 +6	+0.3%	+$1.07K	0.58%	27
2022 Q3	$367K	Hold	2,228	–	–	0.55%	26
2022 Q2	$377K	Sell	2,228 -763	-26%	-$141K	0.5%	29
2022 Q1	$614K	Sell	2,991 -397	-12%	-$81K	0.53%	24
2021 Q4	$754K	Buy	+3,388	New	+$766K	0.57%	26

Other funds holding IWM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Coury Firm Asset Management's IWM Position: Q3 2023 in Review

Coury Firm Asset Management increased its iShares Russell 2000 ETF (IWM) stake by 6.9% in Q3 2023, buying an estimated $19.9K and bringing the position to 1,635 shares worth $289K. The position accounts for 0.46% of the portfolio, ranked #32.

Coury Firm Asset Management first reported a position in IWM in Q4 2021 and has held it in 8 quarters since. The position peaked at $754K in Q4 2021. 1,914 funds tracked by Wall St. Rank hold IWM as of Q3 2023.

Coury Firm Asset Management held 1,635 shares of iShares Russell 2000 ETF worth $289K as of Q3 2023.
Coury Firm Asset Management bought 106 iShares Russell 2000 ETF shares in Q3 2023, an estimated $19.9K.
iShares Russell 2000 ETF made up 0.46% of Coury Firm Asset Management's portfolio in Q3 2023, its #32 holding.
Coury Firm Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 8 quarters since.
Coury Firm Asset Management's iShares Russell 2000 ETF position peaked at $754K in Q4 2021.
1,914 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2023.

Based on Coury Firm Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.