HFS
IWM icon

Howard Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History

Howard Financial Services’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 		– Sell
-1,578
Closed -$320K – 170
2024
Q2 		$320K Sell
1,578
-37
-2% -$7.48K 0.05% 117
2024
Q1 		$340K Sell
1,615
-155
-9% -$30.9K 0.06% 113
2023
Q4 		$355K Sell
1,770
-5
-0.3% -$896 0.07% 108
2023
Q3 		$314K Sell
1,775
-617
-26% -$116K 0.07% 109
2023
Q2 		$448K Sell
2,392
-597
-20% -$106K 0.11% 75
2023
Q1 		$533K Buy
2,989
+8
+0.3% +$1.47K 0.13% 68
2022
Q4 		$520K Buy
2,981
+658
+28% +$117K 0.14% 66
2022
Q3 		$383K Buy
2,323
+202
+10% +$36.8K 0.12% 75
2022
Q2 		$359K Buy
2,121
+6
+0.3% +$1.11K 0.12% 77
2022
Q1 		$434K Sell
2,115
-94
-4% -$19.2K 0.13% 68
2021
Q4 		$491K Hold
2,209
– – 0.15% 59
2021
Q3 		$483K Hold
2,209
– – 0.18% 55
2021
Q2 		$507K Buy
2,209
+94
+4% +$21.1K 0.2% 54
2021
Q1 		$467K Buy
+2,115
New +$462K 0.21% 55
2019
Q1 		– Sell
-4,144
Closed -$555K – 115
2018
Q4 		$555K Buy
+4,144
New +$618K 0.43% 43

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Howard Financial Services's IWM Position: Q3 2024 in Review

Howard Financial Services sold out of iShares Russell 2000 ETF (IWM) in Q3 2024, closing a stake of 1,578 shares — an estimated $320K sold.

Howard Financial Services first reported a position in IWM in Q4 2018 and held it in 15 quarters. The position peaked at $555K in Q4 2018. 2,247 funds tracked by Wall St. Rank hold IWM as of Q3 2024.

  • Howard Financial Services reported no remaining iShares Russell 2000 ETF position as of Q3 2024 after selling out during the quarter.
  • Howard Financial Services sold 1,578 iShares Russell 2000 ETF shares in Q3 2024, an estimated $320K.
  • Howard Financial Services first reported a position in iShares Russell 2000 ETF in Q4 2018 and held it in 15 quarters.
  • Howard Financial Services's iShares Russell 2000 ETF position peaked at $555K in Q4 2018.
  • 2,247 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2024.

Based on Howard Financial Services's 13F filing for Q3 2024, filed 8 Oct 2024.