EWM
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Endowment Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Endowment Wealth 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
Q1 		– Sell
-1,081
Closed -$217K – 135
2023
Q4 		$217K Buy
+1,081
New +$194K 0.18% 116

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Endowment Wealth Management's IWM Position: Q1 2024 in Review

Endowment Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2024, closing a stake of 1,081 shares — an estimated $217K sold.

Endowment Wealth Management first reported a position in IWM in Q4 2023 and held it in 1 quarter. The position peaked at $217K in Q4 2023. 2,202 funds tracked by Wall St. Rank hold IWM as of Q1 2024.

  • Endowment Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q1 2024 after selling out during the quarter.
  • Endowment Wealth Management sold 1,081 iShares Russell 2000 ETF shares in Q1 2024, an estimated $217K.
  • Endowment Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2023 and held it in 1 quarter.
  • Endowment Wealth Management's iShares Russell 2000 ETF position peaked at $217K in Q4 2023.
  • 2,202 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2024.

Based on Endowment Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.