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	0.15%	80
2018 Q2	–	Sell	-6,112	Closed	-$928K	–	68
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 $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Financial Sense Advisors's IWM Position: Q1 2024 in Review

Financial Sense Advisors sold out of iShares Russell 2000 ETF (IWM) in Q1 2024, closing a stake of 62 shares — an estimated $12.4K sold.

Financial Sense Advisors first reported a position in IWM in Q3 2013 and held it in 14 quarters. The position peaked at $1.25M in Q4 2017. 2,207 funds tracked by Wall St. Rank hold IWM as of Q1 2024.

Financial Sense Advisors reported no remaining iShares Russell 2000 ETF position as of Q1 2024 after selling out during the quarter.
Financial Sense Advisors sold 62 iShares Russell 2000 ETF shares in Q1 2024, an estimated $12.4K.
Financial Sense Advisors first reported a position in iShares Russell 2000 ETF in Q3 2013 and held it in 14 quarters.
Financial Sense Advisors's iShares Russell 2000 ETF position peaked at $1.25M in Q4 2017.
2,207 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2024.

Based on Financial Sense Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.