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DFPG Investments’s iShares Russell 2000 ETF IWM Stock Holding History

DFPG Investments’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 		$1.51M Buy
7,771
+3,726
+92% +$668K 0.12% 175
2023
Q3 		$677K Sell
4,045
-536
-12% -$101K 0.06% 285
2023
Q2 		$902K Sell
4,581
-1,783
-28% -$318K 0.08% 250
2023
Q1 		$1.14M Buy
6,364
+3,362
+112% +$619K 0.12% 176
2022
Q4 		$549K Buy
+3,002
New +$534K 0.09% 240

Other funds holding IWM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

DFPG Investments's IWM Position: Q4 2023 in Review

DFPG Investments increased its iShares Russell 2000 ETF (IWM) stake by 92% in Q4 2023, buying an estimated $668K and bringing the position to 7,771 shares worth $1.51M. The position accounts for 0.12% of the portfolio, ranked #175.

DFPG Investments first reported a position in IWM in Q4 2022 and has held it in 5 quarters since. 2,211 funds tracked by Wall St. Rank hold IWM as of Q4 2023.

  • DFPG Investments held 7,771 shares of iShares Russell 2000 ETF worth $1.51M as of Q4 2023.
  • DFPG Investments bought 3,726 iShares Russell 2000 ETF shares in Q4 2023, an estimated $668K.
  • iShares Russell 2000 ETF made up 0.12% of DFPG Investments's portfolio in Q4 2023, its #175 holding.
  • DFPG Investments first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 5 quarters since.
  • 2,211 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.