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HoyleCohen’s iShares Russell 2000 ETF IWM Stock Holding History

HoyleCohen’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
Q2 		$650K Sell
3,205
-88
-3% -$17.8K 0.05% 169
2024
Q1 		$693K Buy
3,293
+194
+6% +$38.7K 0.05% 178
2023
Q4 		$622K Buy
3,099
+18
+0.6% +$3.23K 0.05% 180
2023
Q3 		$544K Buy
3,081
+190
+7% +$35.7K 0.05% 177
2023
Q2 		$541K Sell
2,891
-735
-20% -$131K 0.05% 183
2023
Q1 		$647K Buy
3,626
+1
+0% +$184 0.06% 164
2022
Q4 		$632K Sell
3,625
-552
-13% -$98.2K 0.06% 167
2022
Q3 		$689K Sell
4,177
-472
-10% -$86.1K 0.08% 149
2022
Q2 		$787K Sell
4,649
-128
-3% -$23.6K 0.08% 149
2022
Q1 		$981K Sell
4,777
-152
-3% -$31K 0.08% 143
2021
Q4 		$1.1M Buy
4,929
+52
+1% +$11.8K 0.09% 140
2021
Q3 		$1.07M Buy
4,877
+351
+8% +$77.8K 0.1% 132
2021
Q2 		$1.04K Sell
4,526
-122
-3% -$27.4K 0.08% 137
2021
Q1 		$1.03M Buy
4,648
+2,188
+89% +$478K 0.1% 136
2020
Q4 		$482K Buy
2,460
+31
+1% +$5.42K 0.06% 166
2020
Q3 		$364K Sell
2,429
-149
-6% -$22.4K 0.05% 159
2020
Q2 		$369K Sell
2,578
-2,548
-50% -$334K 0.06% 143
2020
Q1 		$587K Sell
5,126
-65
-1% -$9.69K 0.12% 116
2019
Q4 		$860K Sell
5,191
-346
-6% -$54.7K 0.14% 111
2019
Q3 		$838K Buy
5,537
+46
+0.8% +$7.02K 0.14% 114
2019
Q2 		$854K Buy
5,491
+1
+0% +$154 0.15% 114
2019
Q1 		$840K Buy
5,490
+1
+0% +$150 0.15% 110
2018
Q4 		$735K Buy
5,489
+1,752
+47% +$261K 0.15% 106
2018
Q3 		$630K Buy
3,737
+5
+0.1% +$844 0.12% 113
2018
Q2 		$611K Sell
3,732
-188
-5% -$30.1K 0.12% 113
2018
Q1 		$595K Sell
3,920
-605
-13% -$93.4K 0.12% 112
2017
Q4 		$690K Buy
+4,525
New +$680K 0.14% 106

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

HoyleCohen's IWM Position: Q2 2024 in Review

HoyleCohen reduced its iShares Russell 2000 ETF (IWM) stake by 2.7% in Q2 2024, selling an estimated $17.8K and leaving 3,205 shares worth $650K. The position accounts for 0.05% of the portfolio, ranked #169.

HoyleCohen first reported a position in IWM in Q4 2017 and has held it in 27 quarters since. The position peaked at $1.1M in Q4 2021. 2,156 funds tracked by Wall St. Rank hold IWM as of Q2 2024.

  • HoyleCohen held 3,205 shares of iShares Russell 2000 ETF worth $650K as of Q2 2024.
  • HoyleCohen sold 88 iShares Russell 2000 ETF shares in Q2 2024, an estimated $17.8K.
  • iShares Russell 2000 ETF made up 0.05% of HoyleCohen's portfolio in Q2 2024, its #169 holding.
  • HoyleCohen first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 27 quarters since.
  • HoyleCohen's iShares Russell 2000 ETF position peaked at $1.1M in Q4 2021.
  • 2,156 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.