DLHL
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Donald L. Hagan LLC’s iShares Russell 2000 ETF IWM Stock Holding History

Donald L. Hagan LLC’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
Q2 		– Sell
-4,100
Closed -$862K – 102
2024
Q1 		$862K Sell
4,100
-3,400
-45% -$678K 0.45% 58
2023
Q4 		$1.51M Buy
+7,500
New +$1.34M 0.82% 28

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Donald L. Hagan LLC's IWM Position: Q2 2016 in Review

Donald L. Hagan LLC sold out of iShares Russell 2000 ETF (IWM) in Q2 2016, closing a stake of 135 shares — an estimated $15K sold.

Donald L. Hagan LLC first reported a position in IWM in Q3 2015 and held it in 2 quarters. The position peaked at $15K in Q1 2016. 914 funds tracked by Wall St. Rank hold IWM as of Q2 2016.

  • Donald L. Hagan LLC reported no remaining iShares Russell 2000 ETF position as of Q2 2016 after selling out during the quarter.
  • Donald L. Hagan LLC sold 135 iShares Russell 2000 ETF shares in Q2 2016, an estimated $15K.
  • Donald L. Hagan LLC first reported a position in iShares Russell 2000 ETF in Q3 2015 and held it in 2 quarters.
  • Donald L. Hagan LLC's iShares Russell 2000 ETF position peaked at $15K in Q1 2016.
  • 914 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2016.

Based on Donald L. Hagan LLC's 13F filing for Q2 2016, filed 21 Jul 2016.