Desjardins Global Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Desjardins Global 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 Q4	$44.9M	Buy	+223,700	New	+$40.1M	4.83%	3

Other funds holding IWM

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

Desjardins Global Asset Management's IWM Position: Q4 2023 in Review

Desjardins Global Asset Management opened a new position in iShares Russell 2000 ETF (IWM) in Q4 2023: 223,700 shares worth $44.9M. The stake represents 4.83% of the portfolio and ranks #3 among its holdings.

2,211 funds tracked by Wall St. Rank hold IWM as of Q4 2023.

Desjardins Global Asset Management held 223,700 shares of iShares Russell 2000 ETF worth $44.9M as of Q4 2023.
iShares Russell 2000 ETF was a new Desjardins Global Asset Management position in Q4 2023.
iShares Russell 2000 ETF made up 4.83% of Desjardins Global Asset Management's portfolio in Q4 2023, its #3 holding.
2,211 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.