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GYL Financial Synergies’s iShares Russell 2000 ETF IWM Stock Holding History

GYL Financial Synergies’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 		$1.53M Buy
6,908
+2
+0% +$428 0.11% 154
2024
Q2 		$1.4M Sell
6,906
-150
-2% -$30.3K 0.11% 160
2024
Q1 		$1.48M Sell
7,056
-20
-0.3% -$3.99K 0.12% 152
2023
Q4 		$1.42M Buy
7,076
+46
+0.7% +$8.24K 0.12% 154
2023
Q3 		$1.24M Sell
7,030
-100
-1% -$18.8K 0.12% 156
2023
Q2 		$1.34M Buy
7,130
+52
+0.7% +$9.27K 0.12% 152
2023
Q1 		$1.26M Buy
7,078
+2,615
+59% +$481K 0.15% 108
2022
Q4 		$778K Sell
4,463
-45
-1% -$8K 0.17% 84
2022
Q3 		$743K Sell
4,508
-244
-5% -$44.5K 0.2% 72
2022
Q2 		$805K Buy
4,752
+607
+15% +$112K 0.22% 65
2022
Q1 		$851K Sell
4,145
-118
-3% -$24.1K 0.2% 65
2021
Q4 		$948K Hold
4,263
– – 0.26% 66
2021
Q3 		$933K Sell
4,263
-167
-4% -$37K 0.48% 47
2021
Q2 		$1.02M Buy
4,430
+40
+0.9% +$8.99K 0.52% 41
2021
Q1 		$970K Buy
4,390
+22
+0.5% +$4.8K 0.53% 39
2020
Q4 		$856K Sell
4,368
-70
-2% -$12.2K 0.49% 45
2020
Q3 		$665K Sell
4,438
-53
-1% -$7.97K 0.44% 55
2020
Q2 		$643K Sell
4,491
-42
-0.9% -$5.51K 0.47% 51
2020
Q1 		$519K Sell
4,533
-55
-1% -$8.2K 0.33% 59
2019
Q4 		$760K Sell
4,588
-275
-6% -$43.5K 0.34% 53
2019
Q3 		$736K Sell
4,863
-185
-4% -$28.2K 0.37% 53
2019
Q2 		$785K Hold
5,048
– – 0.42% 50
2019
Q1 		$773K Buy
5,048
+350
+7% +$52.6K 0.43% 50
2018
Q4 		$629K Buy
+4,698
New +$701K 0.46% 45

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

GYL Financial Synergies's IWM Position: Q3 2024 in Review

GYL Financial Synergies increased its iShares Russell 2000 ETF (IWM) stake by 0.03% in Q3 2024, buying an estimated $428 and bringing the position to 6,908 shares worth $1.53M. The position accounts for 0.11% of the portfolio, ranked #154.

GYL Financial Synergies first reported a position in IWM in Q4 2018 and has held it in 24 quarters since. 2,252 funds tracked by Wall St. Rank hold IWM as of Q3 2024.

  • GYL Financial Synergies held 6,908 shares of iShares Russell 2000 ETF worth $1.53M as of Q3 2024.
  • GYL Financial Synergies bought 2 iShares Russell 2000 ETF shares in Q3 2024, an estimated $428.
  • iShares Russell 2000 ETF made up 0.11% of GYL Financial Synergies's portfolio in Q3 2024, its #154 holding.
  • GYL Financial Synergies first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 24 quarters since.
  • 2,252 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.