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Gunn & Company Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Gunn & Company Investment Management’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 		$765K Sell
3,465
-15,464
-82% -$3.31M 0.53% 40
2024
Q2 		$3.84M Buy
18,929
+15,289
+420% +$3.09M 0.23% 48
2024
Q1 		$765K Sell
3,640
-4,634
-56% -$924K 0.58% 37
2023
Q4 		$1.66M Buy
8,274
+4,634
+127% +$830K 0.11% 47
2023
Q3 		$643K Buy
+3,640
New +$683K 0.57% 38

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Gunn & Company Investment Management's IWM Position: Q3 2024 in Review

Gunn & Company Investment Management reduced its iShares Russell 2000 ETF (IWM) stake by 82% in Q3 2024, selling an estimated $3.31M and leaving 3,465 shares worth $765K. The position accounts for 0.53% of the portfolio, ranked #40.

Gunn & Company Investment Management first reported a position in IWM in Q3 2023 and has held it in 5 quarters since. The position peaked at $3.84M in Q2 2024. 2,248 funds tracked by Wall St. Rank hold IWM as of Q3 2024.

  • Gunn & Company Investment Management held 3,465 shares of iShares Russell 2000 ETF worth $765K as of Q3 2024.
  • Gunn & Company Investment Management sold 15,464 iShares Russell 2000 ETF shares in Q3 2024, an estimated $3.31M.
  • iShares Russell 2000 ETF made up 0.53% of Gunn & Company Investment Management's portfolio in Q3 2024, its #40 holding.
  • Gunn & Company Investment Management first reported a position in iShares Russell 2000 ETF in Q3 2023 and has held it in 5 quarters since.
  • Gunn & Company Investment Management's iShares Russell 2000 ETF position peaked at $3.84M in Q2 2024.
  • 2,248 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.