Cowen Prime Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Cowen Prime Advisors’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 Q2	$34.6K	Hold	185	–	–	0.01%	147
2023 Q1	$32K	Buy	+185	New	+$34.1K	0.01%	147
2015 Q3	–	Sell	-1,000	Closed	-$125K	–	258
2015 Q2	$125K	Buy	+1,000	New	+$125K	0.05%	123

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cowen Prime Advisors's IWM Position: Q2 2023 in Review

Cowen Prime Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q2 2023 at 185 shares worth $34.6K. The position accounts for 0.01% of the portfolio, ranked #147.

Cowen Prime Advisors first reported a position in IWM in Q2 2015 and has held it in 3 quarters since. The position peaked at $125K in Q2 2015. 1,961 funds tracked by Wall St. Rank hold IWM as of Q2 2023.

Cowen Prime Advisors held 185 shares of iShares Russell 2000 ETF worth $34.6K as of Q2 2023.
Cowen Prime Advisors left its iShares Russell 2000 ETF share count unchanged in Q2 2023.
iShares Russell 2000 ETF made up 0.01% of Cowen Prime Advisors's portfolio in Q2 2023, its #147 holding.
Cowen Prime Advisors first reported a position in iShares Russell 2000 ETF in Q2 2015 and has held it in 3 quarters since.
Cowen Prime Advisors's iShares Russell 2000 ETF position peaked at $125K in Q2 2015.
1,961 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2023.

Based on Cowen Prime Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.