Lapides Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Lapides Asset 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
2023 Q2	$7.06M	Buy	+37,700	New	+$6.72M	4.62%	2

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lapides Asset Management's IWM Position: Q2 2023 in Review

Lapides Asset Management opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2023: 37,700 shares worth $7.06M. The stake represents 4.62% of the portfolio and ranks #2 among its holdings.

1,959 funds tracked by Wall St. Rank hold IWM as of Q2 2023.

Lapides Asset Management held 37,700 shares of iShares Russell 2000 ETF worth $7.06M as of Q2 2023.
iShares Russell 2000 ETF was a new Lapides Asset Management position in Q2 2023.
iShares Russell 2000 ETF made up 4.62% of Lapides Asset Management's portfolio in Q2 2023, its #2 holding.
1,959 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2023.

Based on Lapides Asset Management's 13F filing for Q2 2023, filed 4 Aug 2023.