First Personal Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History

First Personal Financial Services’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	$89.5K	Hold	405	–	–	0.02%	171
2024 Q2	$82.2K	Sell	405 -15	-4%	-$3.03K	0.02%	172
2024 Q1	$88.3K	Sell	420 -160	-28%	-$31.9K	0.02%	160
2023 Q4	$116K	Hold	580	–	–	0.03%	150
2023 Q3	$103K	Sell	580 -150	-21%	-$28.2K	0.03%	153
2023 Q2	$137K	Hold	730	–	–	0.03%	128
2023 Q1	$130K	Hold	730	–	–	0.03%	132
2022 Q4	$127K	Sell	730 -1,000	-58%	-$178K	0.03%	140
2022 Q3	$285K	Buy	1,730 +1,240	+253%	+$226K	0.08%	94
2022 Q2	$83K	Hold	490	–	–	0.02%	147
2022 Q1	$101K	Sell	490 -150	-23%	-$30.6K	0.02%	145
2021 Q4	$142K	Hold	640	–	–	0.03%	133
2021 Q3	$140K	Hold	640	–	–	0.03%	135
2021 Q2	$147K	Buy	640 +332	+108%	+$74.6K	0.04%	132
2021 Q1	$68K	Hold	308	–	–	0.02%	169
2020 Q4	$60K	Hold	308	–	–	0.02%	174
2020 Q3	$46K	Sell	308 -25	-8%	-$3.76K	0.01%	187
2020 Q2	$48K	Buy	333 +25	+8%	+$3.28K	0.02%	186
2020 Q1	$35K	Hold	308	–	–	0.01%	203
2019 Q4	$51K	Sell	308 -357	-54%	-$56.4K	0.02%	192
2019 Q3	$101K	Sell	665 -1,800	-73%	-$275K	0.03%	180
2019 Q2	$383K	Sell	2,465 -100	-4%	-$15.4K	0.11%	128
2019 Q1	$393K	Sell	2,565 -71	-3%	-$10.7K	0.12%	125
2018 Q4	$353K	Sell	2,636 -123	-4%	-$18.4K	0.12%	125
2018 Q3	$465K	Buy	2,759 +583	+27%	+$98.4K	0.15%	119
2018 Q2	$356K	Sell	2,176 -1,280	-37%	-$205K	0.12%	132
2018 Q1	$524K	Buy	3,456 +340	+11%	+$52.5K	0.12%	144
2017 Q4	$475K	Buy	3,116 +966	+45%	+$145K	0.09%	158
2017 Q3	$319K	Hold	2,150	–	–	0.07%	176
2017 Q2	$303K	Buy	2,150 +1,800	+514%	+$249K	0.07%	180
2017 Q1	$48K	Hold	350	–	–	0.01%	400
2016 Q4	$47K	Buy	+350	New	+$44.7K	0.01%	387
2016 Q3	–	Sell	-1,566	Closed	-$180K	–	826
2016 Q2	$180K	Buy	+1,566	New	+$177K	0.06%	156

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

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

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

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

First Personal Financial Services's IWM Position: Q3 2024 in Review

First Personal Financial Services held its iShares Russell 2000 ETF (IWM) position steady in Q3 2024 at 405 shares worth $89.5K. The position accounts for 0.02% of the portfolio, ranked #171.

First Personal Financial Services first reported a position in IWM in Q2 2016 and has held it in 33 quarters since. The position peaked at $524K in Q1 2018. 2,247 funds tracked by Wall St. Rank hold IWM as of Q3 2024.

First Personal Financial Services held 405 shares of iShares Russell 2000 ETF worth $89.5K as of Q3 2024.
First Personal Financial Services left its iShares Russell 2000 ETF share count unchanged in Q3 2024.
iShares Russell 2000 ETF made up 0.02% of First Personal Financial Services's portfolio in Q3 2024, its #171 holding.
First Personal Financial Services first reported a position in iShares Russell 2000 ETF in Q2 2016 and has held it in 33 quarters since.
First Personal Financial Services's iShares Russell 2000 ETF position peaked at $524K in Q1 2018.
2,247 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.