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Diversified’s iShares Russell 2000 ETF IWM Stock Holding History

Diversified’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
Q3 		$67.7M Buy
306,517
+5,083
+2% +$1.09M 7.43% 3
2024
Q2 		$61.2M Buy
301,434
+15,630
+5% +$3.16M 7.19% 3
2024
Q1 		$60.1M Buy
285,804
+279,016
+4,110% +$55.7M 8.27% 3
2023
Q4 		$1.36M Buy
6,788
+804
+13% +$144K 0.3% 32
2023
Q3 		$1.06M Buy
5,984
+597
+11% +$112K 0.27% 38
2023
Q2 		$1.01M Buy
5,387
+677
+14% +$121K 0.26% 43
2023
Q1 		$840K Buy
4,710
+517
+12% +$95.2K 0.3% 44
2022
Q4 		$731K Buy
4,193
+1,146
+38% +$204K 0.29% 47
2022
Q3 		$502K Sell
3,047
-133
-4% -$24.3K 0.25% 53
2022
Q2 		$538K Buy
3,180
+320
+11% +$59K 0.22% 53
2022
Q1 		$587K Buy
2,860
+238
+9% +$48.5K 0.24% 59
2021
Q4 		$585K Sell
2,622
-453
-15% -$102K 0.25% 60
2021
Q3 		$672K Buy
3,075
+1,571
+104% +$348K 0.36% 52
2021
Q2 		$345K Buy
+1,504
New +$338K 0.19% 74
2021
Q1 		– Sell
-3,293
Closed -$673K – 208
2020
Q4 		$673K Buy
+3,293
New +$576K 0.57% 33

Other funds holding IWM

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Diversified's IWM Position: Q3 2024 in Review

Diversified increased its iShares Russell 2000 ETF (IWM) stake by 1.7% in Q3 2024, buying an estimated $1.09M and bringing the position to 306,517 shares worth $67.7M. The position accounts for 7.43% of the portfolio, ranked #3.

Diversified first reported a position in IWM in Q4 2020 and has held it in 15 quarters since. 2,249 funds tracked by Wall St. Rank hold IWM as of Q3 2024.

  • Diversified held 306,517 shares of iShares Russell 2000 ETF worth $67.7M as of Q3 2024.
  • Diversified bought 5,083 iShares Russell 2000 ETF shares in Q3 2024, an estimated $1.09M.
  • iShares Russell 2000 ETF made up 7.43% of Diversified's portfolio in Q3 2024, its #3 holding.
  • Diversified first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 15 quarters since.
  • 2,249 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.