Great Lakes Retirement’s iShares Russell 2000 ETF IWM Stock Holding History

Great Lakes Retirement’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	–	Sell	-62	Closed	-$12.6K	–	430
2024 Q2	$12.6K	Buy	+62	New	+$12.5K	﹤0.01%	458
2023 Q4	–	Sell	-7,662	Closed	-$1.36M	–	222
2023 Q3	$1.36M	Sell	7,662 -502	-6%	-$94.2K	0.25%	82
2023 Q2	$1.53M	Sell	8,164 -247	-3%	-$44K	0.27%	76
2023 Q1	$1.5M	Buy	+8,411	New	+$1.55M	0.28%	70
2020 Q1	$670K	Buy	5,900 +363	+7%	+$54.1K	0.31%	47
2019 Q4	$918K	Buy	+5,537	New	+$875K	0.28%	75

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

Great Lakes Retirement's IWM Position: Q3 2024 in Review

Great Lakes Retirement sold out of iShares Russell 2000 ETF (IWM) in Q3 2024, closing a stake of 62 shares — an estimated $12.6K sold.

Great Lakes Retirement first reported a position in IWM in Q4 2019 and held it in 6 quarters. The position peaked at $1.53M in Q2 2023. 2,247 funds tracked by Wall St. Rank hold IWM as of Q3 2024.

Great Lakes Retirement reported no remaining iShares Russell 2000 ETF position as of Q3 2024 after selling out during the quarter.
Great Lakes Retirement sold 62 iShares Russell 2000 ETF shares in Q3 2024, an estimated $12.6K.
Great Lakes Retirement first reported a position in iShares Russell 2000 ETF in Q4 2019 and held it in 6 quarters.
Great Lakes Retirement's iShares Russell 2000 ETF position peaked at $1.53M in Q2 2023.
2,247 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2024.

Based on Great Lakes Retirement's 13F filing for Q3 2024, filed 22 Oct 2024.