Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
FSA
Financial Sense Advisors’s
iShares Russell 2000 ETF
IWM
Stock Holding History
Financial Sense Advisors’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
-62
Closed
-$12.4K
–
126
2023
Q4
$12.4K
Buy
+62
New
+$11.1K
﹤0.01%
112
2021
Q3
–
Sell
-1,090
Closed
-$250K
–
112
2021
Q2
$250K
Sell
1,090
-955
-47%
-$215K
0.08%
101
2021
Q1
$452K
Buy
+2,045
New
+$446K
0.16%
80
2018
Q2
–
Sell
-6,112
Closed
-$928K
–
70
2018
Q1
$928K
Sell
6,112
-2,077
-25%
-$321K
0.45%
36
2017
Q4
$1.25M
Buy
8,189
+2,289
+39%
+$344K
0.58%
30
2017
Q3
$874K
Buy
5,900
+3,336
+130%
+$469K
0.45%
34
2017
Q2
$361K
Sell
2,564
-491
-16%
-$68K
0.19%
58
2017
Q1
$420K
Sell
3,055
-350
-10%
-$47.8K
0.25%
45
2016
Q4
$459K
Buy
3,405
+25
+0.7%
+$3.19K
0.29%
51
2016
Q3
$420K
Buy
+3,380
New
+$411K
0.27%
50
2016
Q1
–
Sell
-4,767
Closed
-$537K
–
96
2015
Q4
$537K
Buy
+4,767
New
+$550K
0.25%
61
2015
Q2
–
Sell
-2,214
Closed
-$275K
–
118
2015
Q1
$275K
Hold
2,214
–
–
0.12%
93
2014
Q4
$265K
Buy
+2,214
New
+$253K
0.11%
98
2013
Q4
–
Sell
-2,208
Closed
-$235K
–
130
2013
Q3
$235K
Buy
+2,208
New
+$228K
0.1%
106
Other funds holding IWM
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto, Ontario, Canada
$60.6B AUM
31.35%
1-Year Est. Return
Susquehanna International Group
Bala Cynwyd, Pennsylvania
$77.3B 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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close