Lee Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Lee Financial’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	-1,200	Closed	-$252K	–	155
2024 Q1	$252K	Hold	1,200	–	–	0.04%	134
2023 Q4	$241K	Buy	+1,200	New	+$215K	0.04%	133
2022 Q1	–	Sell	-60	Closed	-$13K	–	862
2021 Q4	$13K	Buy	60 +1	+2%	+$226	﹤0.01%	442
2021 Q3	$13K	Hold	59	–	–	﹤0.01%	393
2021 Q2	$14K	Hold	59	–	–	﹤0.01%	369
2021 Q1	$13K	Buy	59 +54	+1,080%	+$11.8K	﹤0.01%	361
2020 Q4	$1K	Buy	+5	New	+$875	﹤0.01%	459
2020 Q1	–	Sell	-111	Closed	-$18K	–	493
2019 Q4	$18K	Hold	111	–	–	﹤0.01%	262
2019 Q3	$17K	Hold	111	–	–	﹤0.01%	267
2019 Q2	$17K	Hold	111	–	–	﹤0.01%	277
2019 Q1	$17K	Hold	111	–	–	﹤0.01%	269
2018 Q4	$15K	Hold	111	–	–	﹤0.01%	242
2018 Q3	$19K	Sell	111 -2,713	-96%	-$458K	﹤0.01%	254
2018 Q2	$462K	Buy	2,824 +2,713	+2,444%	+$434K	0.11%	86
2018 Q1	$17K	Buy	+111	New	+$17.1K	﹤0.01%	377
2017 Q2	–	Sell	-1,515	Closed	-$208K	–	508
2017 Q1	$208K	Hold	1,515	–	–	0.08%	107
2016 Q4	$175K	Buy	+1,515	New	+$194K	0.1%	107

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

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

BlackRock New York $6.73T AUM 46.02% 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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Lee Financial's IWM Position: Q2 2024 in Review

Lee Financial sold out of iShares Russell 2000 ETF (IWM) in Q2 2024, closing a stake of 1,200 shares — an estimated $252K sold.

Lee Financial first reported a position in IWM in Q4 2016 and held it in 17 quarters. The position peaked at $462K in Q2 2018. 2,162 funds tracked by Wall St. Rank hold IWM as of Q2 2024.

Lee Financial reported no remaining iShares Russell 2000 ETF position as of Q2 2024 after selling out during the quarter.
Lee Financial sold 1,200 iShares Russell 2000 ETF shares in Q2 2024, an estimated $252K.
Lee Financial first reported a position in iShares Russell 2000 ETF in Q4 2016 and held it in 17 quarters.
Lee Financial's iShares Russell 2000 ETF position peaked at $462K in Q2 2018.
2,162 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2024.

Based on Lee Financial's 13F filing for Q2 2024, filed 14 Aug 2024.