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HTLF Bank’s iShares Russell 2000 ETF IWM Stock Holding History

HTLF Bank’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
Q4 		$882K Buy
3,992
+109
+3% +$24.9K 0.1% 89
2024
Q3 		$858K Sell
3,883
-181
-4% -$38.7K 0.09% 93
2024
Q2 		$825K Sell
4,064
-46
-1% -$9.3K 0.09% 100
2024
Q1 		$864K Buy
4,110
+371
+10% +$74K 0.1% 102
2023
Q4 		$750K Buy
+3,739
New +$670K 0.09% 102

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HTLF Bank's IWM Position: Q4 2024 in Review

HTLF Bank increased its iShares Russell 2000 ETF (IWM) stake by 2.8% in Q4 2024, buying an estimated $24.9K and bringing the position to 3,992 shares worth $882K. The position accounts for 0.1% of the portfolio, ranked #89.

HTLF Bank first reported a position in IWM in Q4 2023 and has held it in 5 quarters since. 2,522 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

  • HTLF Bank held 3,992 shares of iShares Russell 2000 ETF worth $882K as of Q4 2024.
  • HTLF Bank bought 109 iShares Russell 2000 ETF shares in Q4 2024, an estimated $24.9K.
  • iShares Russell 2000 ETF made up 0.1% of HTLF Bank's portfolio in Q4 2024, its #89 holding.
  • HTLF Bank first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 5 quarters since.
  • 2,522 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

Based on HTLF Bank's 13F filing for Q4 2024, filed 28 Jan 2025.