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Greenwood Capital Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Greenwood Capital Associates’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
-1,484
Closed -$298K – 261
2023
Q4 		$298K Buy
+1,484
New +$266K 0.04% 222
2023
Q3 		– Sell
-2,972
Closed -$557K – 259
2023
Q2 		$557K Buy
+2,972
New +$530K 0.08% 182
2022
Q1 		– Sell
-1,044
Closed -$233K – 226
2021
Q4 		$233K Buy
1,044
+22
+2% +$4.97K 0.03% 210
2021
Q3 		$224K Hold
1,022
– – 0.03% 204
2021
Q2 		$235K Hold
1,022
– – 0.04% 207
2021
Q1 		$225K Sell
1,022
-176
-15% -$38.4K 0.04% 212
2020
Q4 		$235K Sell
1,198
-363
-23% -$63.5K 0.04% 194
2020
Q3 		$234K Sell
1,561
-257
-14% -$38.7K 0.05% 175
2020
Q2 		$260K Buy
1,818
+45
+3% +$5.91K 0.06% 153
2020
Q1 		$203K Sell
1,773
-25,840
-94% -$3.85M 0.06% 144
2019
Q4 		$4.58M Buy
+27,613
New +$4.36M 0.96% 44
2016
Q3 		– Sell
-18,205
Closed -$2.09M – 172
2016
Q2 		$2.09M Buy
+18,205
New +$2.05M 0.64% 71
2016
Q1 		– Sell
-2,540
Closed -$286K – 171
2015
Q4 		$286K Sell
2,540
-1,592
-39% -$184K 0.09% 119
2015
Q3 		$451K Sell
4,132
-585
-12% -$69.4K 0.16% 87
2015
Q2 		$588K Sell
4,717
-8,714
-65% -$1.09M 0.18% 85
2015
Q1 		$1.67M Sell
13,431
-1,125
-8% -$136K 0.48% 78
2014
Q4 		$1.74M Sell
14,556
-1,350
-8% -$154K 0.5% 72
2014
Q3 		$1.74M Sell
15,906
-555
-3% -$63.5K 0.53% 72
2014
Q2 		$1.96M Sell
16,461
-5,077
-24% -$577K 0.61% 67
2014
Q1 		$2.51M Sell
21,538
-567
-3% -$65.4K 0.81% 55
2013
Q4 		$2.55M Buy
22,105
+1,983
+10% +$219K 0.79% 56
2013
Q3 		$2.15M Buy
+20,122
New +$2.08M 0.76% 63

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Greenwood Capital Associates's IWM Position: Q1 2024 in Review

Greenwood Capital Associates sold out of iShares Russell 2000 ETF (IWM) in Q1 2024, closing a stake of 1,484 shares — an estimated $298K sold.

Greenwood Capital Associates first reported a position in IWM in Q3 2013 and held it in 22 quarters. The position peaked at $4.58M in Q4 2019. 2,208 funds tracked by Wall St. Rank hold IWM as of Q1 2024.

  • Greenwood Capital Associates reported no remaining iShares Russell 2000 ETF position as of Q1 2024 after selling out during the quarter.
  • Greenwood Capital Associates sold 1,484 iShares Russell 2000 ETF shares in Q1 2024, an estimated $298K.
  • Greenwood Capital Associates first reported a position in iShares Russell 2000 ETF in Q3 2013 and held it in 22 quarters.
  • Greenwood Capital Associates's iShares Russell 2000 ETF position peaked at $4.58M in Q4 2019.
  • 2,208 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2024.

Based on Greenwood Capital Associates's 13F filing for Q1 2024, filed 1 May 2024.