KWA
IWM icon

Kellett Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Kellett Wealth Advisors’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 		– Sell
-2,861
Closed -$602K – 77
2024
Q1 		$602K Buy
2,861
+91
+3% +$18.2K 0.42% 39
2023
Q4 		$556K Hold
2,770
– – 0.41% 40
2023
Q3 		$490K Buy
+2,770
New +$520K 0.42% 30
2022
Q2 		– Sell
-1,038
Closed -$213K – 65
2022
Q1 		$213K Sell
1,038
-2,950
-74% -$602K 0.17% 59
2021
Q4 		$887K Buy
+3,988
New +$901K 0.68% 19

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

Kellett Wealth Advisors's IWM Position: Q2 2024 in Review

Kellett Wealth Advisors sold out of iShares Russell 2000 ETF (IWM) in Q2 2024, closing a stake of 2,861 shares — an estimated $602K sold.

Kellett Wealth Advisors first reported a position in IWM in Q4 2021 and held it in 5 quarters. The position peaked at $887K in Q4 2021. 2,156 funds tracked by Wall St. Rank hold IWM as of Q2 2024.

  • Kellett Wealth Advisors reported no remaining iShares Russell 2000 ETF position as of Q2 2024 after selling out during the quarter.
  • Kellett Wealth Advisors sold 2,861 iShares Russell 2000 ETF shares in Q2 2024, an estimated $602K.
  • Kellett Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2021 and held it in 5 quarters.
  • Kellett Wealth Advisors's iShares Russell 2000 ETF position peaked at $887K in Q4 2021.
  • 2,156 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2024.

Based on Kellett Wealth Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.