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Hibernia Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Hibernia Wealth Partners’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
-61
Closed -$10.7K – 204
2023
Q3 		$10.7K Buy
+61
New +$11.5K 0.01% 166

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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 $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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

Hibernia Wealth Partners's IWM Position: Q4 2023 in Review

Hibernia Wealth Partners sold out of iShares Russell 2000 ETF (IWM) in Q4 2023, closing a stake of 61 shares — an estimated $10.7K sold.

Hibernia Wealth Partners first reported a position in IWM in Q3 2023 and held it in 1 quarter. The position peaked at $10.7K in Q3 2023. 2,211 funds tracked by Wall St. Rank hold IWM as of Q4 2023.

  • Hibernia Wealth Partners reported no remaining iShares Russell 2000 ETF position as of Q4 2023 after selling out during the quarter.
  • Hibernia Wealth Partners sold 61 iShares Russell 2000 ETF shares in Q4 2023, an estimated $10.7K.
  • Hibernia Wealth Partners first reported a position in iShares Russell 2000 ETF in Q3 2023 and held it in 1 quarter.
  • Hibernia Wealth Partners's iShares Russell 2000 ETF position peaked at $10.7K in Q3 2023.
  • 2,211 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2023.

Based on Hibernia Wealth Partners's 13F filing for Q4 2023, filed 19 Jan 2024.