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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
2026
Q2 		– Sell
-68,500
Closed -$103K – 272
2026
Q1 		$103K Buy
+68,500
New +$17.7M 0.01% 219

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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.