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Enzi Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Enzi Wealth’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 		– Sell
-2,453
Closed -$418K – 59
2023
Q3 		$418K Sell
2,453
-55
-2% -$10.3K 0.22% 34
2023
Q2 		$485K Buy
2,508
+507
+25% +$90.4K 0.25% 33
2023
Q1 		$358K Sell
2,001
-764
-28% -$141K 0.18% 46
2022
Q4 		$517K Sell
2,765
-180
-6% -$32K 0.25% 41
2022
Q3 		$550K Buy
+2,945
New +$537K 0.27% 40

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

Enzi Wealth's IWM Position: Q4 2023 in Review

Enzi Wealth sold out of iShares Russell 2000 ETF (IWM) in Q4 2023, closing a stake of 2,453 shares — an estimated $418K sold.

Enzi Wealth first reported a position in IWM in Q3 2022 and held it in 5 quarters. The position peaked at $550K in Q3 2022. 2,211 funds tracked by Wall St. Rank hold IWM as of Q4 2023.

  • Enzi Wealth reported no remaining iShares Russell 2000 ETF position as of Q4 2023 after selling out during the quarter.
  • Enzi Wealth sold 2,453 iShares Russell 2000 ETF shares in Q4 2023, an estimated $418K.
  • Enzi Wealth first reported a position in iShares Russell 2000 ETF in Q3 2022 and held it in 5 quarters.
  • Enzi Wealth's iShares Russell 2000 ETF position peaked at $550K in Q3 2022.
  • 2,211 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2023.

Based on Enzi Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.