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Kraft Davis & Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Kraft Davis & Associates’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
-1,227
Closed -$241K – 144
2023
Q4 		$241K Buy
+1,227
New +$220K 0.07% 116
2022
Q4 		$288K Buy
+1,506
New +$268K 0.11% 76

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Kraft Davis & Associates's IWM Position: Q1 2024 in Review

Kraft Davis & Associates sold out of iShares Russell 2000 ETF (IWM) in Q1 2024, closing a stake of 1,227 shares — an estimated $241K sold.

Kraft Davis & Associates first reported a position in IWM in Q4 2022 and held it in 2 quarters. The position peaked at $288K in Q4 2022. 2,202 funds tracked by Wall St. Rank hold IWM as of Q1 2024.

  • Kraft Davis & Associates reported no remaining iShares Russell 2000 ETF position as of Q1 2024 after selling out during the quarter.
  • Kraft Davis & Associates sold 1,227 iShares Russell 2000 ETF shares in Q1 2024, an estimated $241K.
  • Kraft Davis & Associates first reported a position in iShares Russell 2000 ETF in Q4 2022 and held it in 2 quarters.
  • Kraft Davis & Associates's iShares Russell 2000 ETF position peaked at $288K in Q4 2022.
  • 2,202 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2024.

Based on Kraft Davis & Associates's 13F filing for Q1 2024, filed 15 May 2024.