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Level Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Level Financial Advisors’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
-13
Closed -$2.66K – 167
2023
Q4 		$2.66K Hold
13
– – ﹤0.01% 233
2023
Q3 		$2.32K Sell
13
-41
-76% -$7.7K ﹤0.01% 242
2023
Q2 		$10.1K Buy
+54
New +$9.63K 0.01% 190

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

Level Financial Advisors's IWM Position: Q1 2024 in Review

Level Financial Advisors sold out of iShares Russell 2000 ETF (IWM) in Q1 2024, closing a stake of 13 shares — an estimated $2.66K sold.

Level Financial Advisors first reported a position in IWM in Q2 2023 and held it in 3 quarters. The position peaked at $10.1K in Q2 2023. 2,202 funds tracked by Wall St. Rank hold IWM as of Q1 2024.

  • Level Financial Advisors reported no remaining iShares Russell 2000 ETF position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 13 iShares Russell 2000 ETF shares in Q1 2024, an estimated $2.66K.
  • Level Financial Advisors first reported a position in iShares Russell 2000 ETF in Q2 2023 and held it in 3 quarters.
  • Level Financial Advisors's iShares Russell 2000 ETF position peaked at $10.1K in Q2 2023.
  • 2,202 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.