First Trust Bank’s iShares Russell 2000 ETF IWM Stock Holding History

First Trust Bank’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 Q2	–	Sell	-18,600	Closed	-$3.91M	–	6
2024 Q1	$3.91M	Hold	18,600	–	–	8.76%	5
2023 Q4	$3.73M	Buy	+18,600	New	+$3.33M	5.16%	5

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

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

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

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

First Trust Bank's IWM Position: Q2 2024 in Review

First Trust Bank sold out of iShares Russell 2000 ETF (IWM) in Q2 2024, closing a stake of 18,600 shares — an estimated $3.91M sold.

First Trust Bank first reported a position in IWM in Q4 2023 and held it in 2 quarters. The position peaked at $3.91M in Q1 2024. 2,156 funds tracked by Wall St. Rank hold IWM as of Q2 2024.

First Trust Bank reported no remaining iShares Russell 2000 ETF position as of Q2 2024 after selling out during the quarter.
First Trust Bank sold 18,600 iShares Russell 2000 ETF shares in Q2 2024, an estimated $3.91M.
First Trust Bank first reported a position in iShares Russell 2000 ETF in Q4 2023 and held it in 2 quarters.
First Trust Bank's iShares Russell 2000 ETF position peaked at $3.91M in Q1 2024.
2,156 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2024.

Based on First Trust Bank's 13F filing for Q2 2024, filed 13 Aug 2024.