ICA Group Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

ICA Group Wealth Management’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	$131K	Sell	647 -4,056	-86%	-$820K	0.08%	146
2024 Q1	$989K	Sell	4,703 -572	-11%	-$114K	0.2%	100
2023 Q4	$1.06M	Buy	5,275 +152	+3%	+$27.2K	0.24%	83
2023 Q3	$905K	Sell	5,123 -839	-14%	-$158K	0.25%	83
2023 Q2	$1.12M	Buy	5,962 +2,307	+63%	+$411K	0.28%	72
2023 Q1	$652K	Sell	3,655 -3,684	-50%	-$678K	0.16%	126
2022 Q4	$1.28M	Sell	7,339 -6,144	-46%	-$1.09M	0.3%	83
2022 Q3	$2.22M	Sell	13,483 -337	-2%	-$61.5K	0.47%	51
2022 Q2	$2.69M	Sell	13,820 -13,732	-50%	-$2.53M	0.5%	46
2022 Q1	$5.18M	Buy	+27,552	New	+$5.62M	0.98%	21

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

ICA Group Wealth Management's IWM Position: Q2 2024 in Review

ICA Group Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 86% in Q2 2024, selling an estimated $820K and leaving 647 shares worth $131K. The position accounts for 0.08% of the portfolio, ranked #146.

ICA Group Wealth Management first reported a position in IWM in Q1 2022 and has held it in 10 quarters since. The position peaked at $5.18M in Q1 2022. 2,156 funds tracked by Wall St. Rank hold IWM as of Q2 2024.

ICA Group Wealth Management held 647 shares of iShares Russell 2000 ETF worth $131K as of Q2 2024.
ICA Group Wealth Management sold 4,056 iShares Russell 2000 ETF shares in Q2 2024, an estimated $820K.
iShares Russell 2000 ETF made up 0.08% of ICA Group Wealth Management's portfolio in Q2 2024, its #146 holding.
ICA Group Wealth Management first reported a position in iShares Russell 2000 ETF in Q1 2022 and has held it in 10 quarters since.
ICA Group Wealth Management's iShares Russell 2000 ETF position peaked at $5.18M in Q1 2022.
2,156 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.