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Greenhouse Funds’s iShares Russell 2000 ETF IWM Stock Holding History

Greenhouse Funds’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
-417,567
Closed -$83.8M – 43
2023
Q4 		$83.8M Buy
417,567
+386,400
+1,240% +$69.2M 5.52% 2
2023
Q3 		$5.51M Buy
31,167
+11,167
+56% +$2.1M 0.41% 35
2023
Q2 		$3.75M Hold
20,000
– – 0.29% 32
2023
Q1 		$3.57M Hold
20,000
– – 0.3% 39
2022
Q4 		$3.49M Buy
+20,000
New +$3.56M 0.32% 35

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Greenhouse Funds's IWM Position: Q1 2024 in Review

Greenhouse Funds sold out of iShares Russell 2000 ETF (IWM) in Q1 2024, closing a stake of 417,567 shares — an estimated $83.8M sold.

Greenhouse Funds first reported a position in IWM in Q4 2022 and held it in 5 quarters. The position peaked at $83.8M in Q4 2023. 2,202 funds tracked by Wall St. Rank hold IWM as of Q1 2024.

  • Greenhouse Funds reported no remaining iShares Russell 2000 ETF position as of Q1 2024 after selling out during the quarter.
  • Greenhouse Funds sold 417,567 iShares Russell 2000 ETF shares in Q1 2024, an estimated $83.8M.
  • Greenhouse Funds first reported a position in iShares Russell 2000 ETF in Q4 2022 and held it in 5 quarters.
  • Greenhouse Funds's iShares Russell 2000 ETF position peaked at $83.8M in Q4 2023.
  • 2,202 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2024.

Based on Greenhouse Funds's 13F filing for Q1 2024, filed 15 May 2024.