Levy Wealth Management Group’s iShares Russell 2000 ETF IWM Stock Holding History

Levy Wealth Management Group’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	$204K	Sell	1,004 -393	-28%	-$79.4K	0.05%	98
2024 Q1	$280K	Hold	1,397	–	–	0.08%	83
2023 Q4	$280K	Buy	1,397 +5	+0.4%	+$896	0.08%	83
2023 Q3	$246K	Hold	1,392	–	–	0.08%	95
2023 Q2	$261K	Buy	1,392 +2	+0.1%	+$357	0.08%	98
2023 Q1	$248K	Buy	1,390 +2	+0.1%	+$368	0.08%	93
2022 Q4	$242K	Buy	1,388 +2	+0.1%	+$356	0.08%	80
2022 Q3	$229K	Buy	+1,386	New	+$253K	0.1%	68
2022 Q1	–	Sell	-984	Closed	-$219K	–	79
2021 Q4	$219K	Buy	+984	New	+$222K	0.1%	72

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

Levy Wealth Management Group's IWM Position: Q2 2024 in Review

Levy Wealth Management Group reduced its iShares Russell 2000 ETF (IWM) stake by 28% in Q2 2024, selling an estimated $79.4K and leaving 1,004 shares worth $204K. The position accounts for 0.05% of the portfolio, ranked #98.

Levy Wealth Management Group first reported a position in IWM in Q4 2021 and has held it in 9 quarters since. The position peaked at $280K in Q1 2024. 2,161 funds tracked by Wall St. Rank hold IWM as of Q2 2024.

Levy Wealth Management Group held 1,004 shares of iShares Russell 2000 ETF worth $204K as of Q2 2024.
Levy Wealth Management Group sold 393 iShares Russell 2000 ETF shares in Q2 2024, an estimated $79.4K.
iShares Russell 2000 ETF made up 0.05% of Levy Wealth Management Group's portfolio in Q2 2024, its #98 holding.
Levy Wealth Management Group first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 9 quarters since.
Levy Wealth Management Group's iShares Russell 2000 ETF position peaked at $280K in Q1 2024.
2,161 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2024.

Based on Levy Wealth Management Group's 13F filing for Q2 2024, filed 25 Jul 2024.