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

Family 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 		$29.4K Hold
133
– – 0.02% 152
2024
Q2 		$27K Hold
133
– – 0.02% 160
2024
Q1 		$28K Buy
133
+118
+787% +$23.5K 0.02% 141
2023
Q4 		$3.01K Buy
+15
New +$2.69K ﹤0.01% 174

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 $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
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

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

Family Asset Management held its iShares Russell 2000 ETF (IWM) position steady in Q3 2024 at 133 shares worth $29.4K. The position accounts for 0.02% of the portfolio, ranked #152.

Family Asset Management first reported a position in IWM in Q4 2023 and has held it in 4 quarters since. 2,247 funds tracked by Wall St. Rank hold IWM as of Q3 2024.

  • Family Asset Management held 133 shares of iShares Russell 2000 ETF worth $29.4K as of Q3 2024.
  • Family Asset Management left its iShares Russell 2000 ETF share count unchanged in Q3 2024.
  • iShares Russell 2000 ETF made up 0.02% of Family Asset Management's portfolio in Q3 2024, its #152 holding.
  • Family Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 4 quarters since.
  • 2,247 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.