Federated Hermes’s iShares Russell 2000 ETF IWM Stock Holding History

Federated Hermes’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
2022 Q1	–	Sell	-100,000	Closed	-$225M	–	2253
2021 Q4	$225M	Buy	+100,000	New	+$22.6M	0.42%	48
2021 Q3	–	Sell	-40,000	Closed	-$92.4M	–	2272
2021 Q2	$92.4M	Sell	40,000 -22,500	-36%	-$5.06M	0.17%	164
2021 Q1	$139M	Buy	62,500 +22,500	+56%	+$4.91M	0.27%	85
2020 Q4	$79M	Buy	+40,000	New	+$7M	0.16%	161
2020 Q3	–	Sell	-50,000	Closed	-$72.1M	–	2302
2020 Q2	$72.1M	Buy	+50,000	New	+$6.56M	0.18%	133
2020 Q1	–	Sell	-50,000	Closed	-$83.4M	–	2296
2019 Q4	$83.4M	Hold	50,000	–	–	0.19%	129
2019 Q3	$76.2M	Hold	50,000	–	–	0.19%	124
2019 Q2	$78.3M	Sell	50,000 -10,000	-17%	-$1.54M	0.19%	124
2019 Q1	$92.4M	Buy	+60,000	New	+$9.02M	0.23%	92

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Federated Hermes's IWM Position: Q1 2024 in Review

Federated Hermes sold out of iShares Russell 2000 ETF (IWM) in Q1 2024, closing a stake of 851 shares — an estimated $171K sold.

Federated Hermes first reported a position in IWM in Q2 2014 and held it in 29 quarters. The position peaked at $11.6M in Q2 2015. 2,202 funds tracked by Wall St. Rank hold IWM as of Q1 2024.

Federated Hermes reported no remaining iShares Russell 2000 ETF position as of Q1 2024 after selling out during the quarter.
Federated Hermes sold 851 iShares Russell 2000 ETF shares in Q1 2024, an estimated $171K.
Federated Hermes first reported a position in iShares Russell 2000 ETF in Q2 2014 and held it in 29 quarters.
Federated Hermes's iShares Russell 2000 ETF position peaked at $11.6M in Q2 2015.
2,202 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2024.

Based on Federated Hermes's 13F filing for Q1 2024, filed 14 May 2024.