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HeadInvest LLC’s iShares Russell 2000 ETF IWM Stock Holding History

HeadInvest LLC’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
2023
Q4 		– Sell
-322
Closed -$56.1K – 456
2023
Q3 		$56.1K Buy
+322
New +$60.5K 0.01% 333
2016
Q3 		– Sell
-1,950
Closed -$224K – 135
2016
Q2 		$224K Hold
1,950
– – 0.08% 119
2016
Q1 		$216K Sell
1,950
-1,250
-39% -$129K 0.08% 118
2015
Q4 		$360K Hold
3,200
– – 0.15% 87
2015
Q3 		$349K Hold
3,200
– – 0.14% 90
2015
Q2 		$400K Buy
3,200
+50
+2% +$6.25K 0.15% 88
2015
Q1 		$392K Sell
3,150
-100
-3% -$12.1K 0.14% 87
2014
Q4 		$389K Hold
3,250
– – 0.16% 80
2014
Q3 		$379K Buy
3,250
+100
+3% +$11.4K 0.15% 83
2014
Q2 		$374K Buy
+3,150
New +$358K 0.15% 83

Other funds holding IWM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $60.6B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return