Kennedy Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Kennedy Capital 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 Q1	–	Sell	-1,583	Closed	-$318K	–	748
2023 Q4	$318K	Buy	+1,583	New	+$284K	0.01%	648
2020 Q4	–	Sell	-2,647	Closed	-$396K	–	683
2020 Q3	$396K	Buy	+2,647	New	+$398K	0.01%	603
2020 Q2	–	Sell	-5,400	Closed	-$618K	–	689
2020 Q1	$618K	Sell	5,400 -12,928	-71%	-$1.93M	0.02%	603
2019 Q4	$3.04M	Buy	18,328 +13,875	+312%	+$2.19M	0.07%	468
2019 Q3	$674K	Sell	4,453 -6,442	-59%	-$984K	0.02%	619
2019 Q2	$1.69M	Sell	10,895 -355	-3%	-$54.7K	0.04%	558
2019 Q1	$1.72M	Sell	11,250 -5,882	-34%	-$884K	0.04%	559
2018 Q4	$2.29M	Buy	17,132 +7,368	+75%	+$1.1M	0.06%	513
2018 Q3	$1.65M	Buy	9,764 +8,098	+486%	+$1.37M	0.03%	594
2018 Q2	$273K	Buy	+1,666	New	+$267K	0.01%	717
2018 Q1	–	Sell	-2,099	Closed	-$320K	–	749
2017 Q4	$320K	Buy	+2,099	New	+$315K	0.01%	728
2016 Q1	–	Sell	-6,810	Closed	-$767K	–	752
2015 Q4	$767K	Buy	+6,810	New	+$786K	0.02%	683

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Kennedy Capital Management's IWM Position: Q1 2024 in Review

Kennedy Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2024, closing a stake of 1,583 shares — an estimated $318K sold.

Kennedy Capital Management first reported a position in IWM in Q4 2015 and held it in 12 quarters. The position peaked at $3.04M in Q4 2019. 2,208 funds tracked by Wall St. Rank hold IWM as of Q1 2024.

Kennedy Capital Management reported no remaining iShares Russell 2000 ETF position as of Q1 2024 after selling out during the quarter.
Kennedy Capital Management sold 1,583 iShares Russell 2000 ETF shares in Q1 2024, an estimated $318K.
Kennedy Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2015 and held it in 12 quarters.
Kennedy Capital Management's iShares Russell 2000 ETF position peaked at $3.04M in Q4 2019.
2,208 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2024.

Based on Kennedy Capital Management's 13F filing for Q1 2024, filed 15 May 2024.