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

Eagle 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
2024
Q3 		$3.66M Sell
15,367
-20,292
-57% -$4.34M 0.02% 422
2024
Q2 		$7.17M Buy
+35,659
New +$7.21M 0.04% 345
2024
Q1 		– Sell
-111,847
Closed -$22.4M – 588
2023
Q4 		$22.4M Buy
111,847
+107,905
+2,737% +$19.3M 0.12% 174
2023
Q3 		$697K Sell
3,942
-9,364
-70% -$1.76M ﹤0.01% 482
2023
Q2 		$2.49M Buy
+13,306
New +$2.37M 0.01% 426
2023
Q1 		– Sell
-55,970
Closed -$9.71M – 558
2022
Q4 		$9.71M Buy
55,970
+5,227
+10% +$930K 0.06% 238
2022
Q3 		$8.37M Buy
50,743
+16,107
+47% +$2.94M 0.05% 260
2022
Q2 		$5.87M Buy
34,636
+14,672
+73% +$2.7M 0.04% 327
2022
Q1 		$4.1M Sell
19,964
-46,383
-70% -$9.46M 0.02% 398
2021
Q4 		$14.8M Buy
+66,347
New +$15M 0.06% 244
2020
Q4 		– Sell
-2,817
Closed -$420K – 628
2020
Q3 		$420K Buy
+2,817
New +$424K ﹤0.01% 516
2020
Q2 		– Sell
-19,623
Closed -$2.25M – 595
2020
Q1 		$2.25M Sell
19,623
-281
-1% -$41.9K 0.01% 461
2019
Q4 		$3.3M Buy
19,904
+17,563
+750% +$2.78M 0.02% 464
2019
Q3 		$354K Buy
+2,341
New +$357K ﹤0.01% 598
2019
Q1 		– Sell
-104,890
Closed -$14M – 621
2018
Q4 		$14M Buy
+104,890
New +$15.7M 0.09% 246
2017
Q3 		– Sell
-26,568
Closed -$3.74M – 634
2017
Q2 		$3.74M Buy
+26,568
New +$3.68M 0.02% 467
2017
Q1 		– Sell
-3,082
Closed -$415K – 662
2016
Q4 		$415K Buy
+3,082
New +$394K ﹤0.01% 599
2016
Q1 		– Sell
-29,121
Closed -$3.28M – 640
2015
Q4 		$3.28M Buy
29,121
+21,693
+292% +$2.5M 0.02% 480
2015
Q3 		$811K Buy
7,428
+5,702
+330% +$676K 0.01% 611
2015
Q2 		$215K Buy
+1,726
New +$216K ﹤0.01% 636

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 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 $250B AUM 21.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Eagle Asset Management's IWM Position: Q3 2024 in Review

Eagle Asset Management reduced its iShares Russell 2000 ETF (IWM) stake by 57% in Q3 2024, selling an estimated $4.34M and leaving 15,367 shares worth $3.66M. The position accounts for 0.02% of the portfolio, ranked #422.

Eagle Asset Management first reported a position in IWM in Q2 2015 and has held it in 20 quarters since. The position peaked at $22.4M in Q4 2023. 2,252 funds tracked by Wall St. Rank hold IWM as of Q3 2024.

  • Eagle Asset Management held 15,367 shares of iShares Russell 2000 ETF worth $3.66M as of Q3 2024.
  • Eagle Asset Management sold 20,292 iShares Russell 2000 ETF shares in Q3 2024, an estimated $4.34M.
  • iShares Russell 2000 ETF made up 0.02% of Eagle Asset Management's portfolio in Q3 2024, its #422 holding.
  • Eagle Asset Management first reported a position in iShares Russell 2000 ETF in Q2 2015 and has held it in 20 quarters since.
  • Eagle Asset Management's iShares Russell 2000 ETF position peaked at $22.4M in Q4 2023.
  • 2,252 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2024.

Based on Eagle Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.