LeRoy C. Kopp’s iShares Russell 2000 ETF IWM Stock Holding History

LeRoy C. Kopp’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	$28.8M	Buy	+106,250	New	+$21.2M	16.43%	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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

LeRoy C. Kopp's IWM Position: Q1 2024 in Review

LeRoy C. Kopp opened a new position in iShares Russell 2000 ETF (IWM) in Q1 2024: 106,250 shares worth $28.8M. The stake represents 16.43% of the portfolio and ranks #2 among its holdings.

2,202 funds tracked by Wall St. Rank hold IWM as of Q1 2024.

LeRoy C. Kopp held 106,250 shares of iShares Russell 2000 ETF worth $28.8M as of Q1 2024.
iShares Russell 2000 ETF was a new LeRoy C. Kopp position in Q1 2024.
iShares Russell 2000 ETF made up 16.43% of LeRoy C. Kopp's portfolio in Q1 2024, its #2 holding.
2,202 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2024.

Based on LeRoy C. Kopp's 13F filing for Q1 2024, filed 3 Jun 2024.