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InterOcean Capital Group’s iShares Russell 2000 ETF IWM Stock Holding History

InterOcean Capital Group’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
2021
Q1 		– Sell
-200
Closed -$39K – 250
2020
Q4 		$39K Buy
+200
New +$35K ﹤0.01% 230

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

InterOcean Capital Group's IWM Position: Q1 2024 in Review

InterOcean Capital Group increased its iShares Russell 2000 ETF (IWM) stake by 6.4% in Q1 2024, buying an estimated $1.98M and bringing the position to 165,933 shares worth $34.9M. The position accounts for 0.83% of the portfolio, ranked #36.

InterOcean Capital Group first reported a position in IWM in Q4 2020 and has held it in 14 quarters since. 2,208 funds tracked by Wall St. Rank hold IWM as of Q1 2024.

  • InterOcean Capital Group held 165,933 shares of iShares Russell 2000 ETF worth $34.9M as of Q1 2024.
  • InterOcean Capital Group bought 9,932 iShares Russell 2000 ETF shares in Q1 2024, an estimated $1.98M.
  • iShares Russell 2000 ETF made up 0.83% of InterOcean Capital Group's portfolio in Q1 2024, its #36 holding.
  • InterOcean Capital Group first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 14 quarters since.
  • 2,208 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.