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

LGT 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
Q3 		– Sell
-2,883
Closed -$585K – 741
2024
Q2 		$585K Sell
2,883
-557
-16% -$113K 1.23% 19
2024
Q1 		$723K Sell
3,440
-1
-0% -$199 0.84% 20
2023
Q4 		$691K Buy
3,441
+24
+0.7% +$4.3K 0.84% 21
2023
Q3 		$604K Hold
3,417
– – 0.77% 22
2023
Q2 		$640K Buy
+3,417
New +$609K 0.68% 47
2023
Q1 		– Sell
-3,399
Closed -$593K – 146
2022
Q4 		$593K Buy
+3,399
New +$605K 0.7% 28

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

LGT Financial Advisors's IWM Position: Q3 2024 in Review

LGT Financial Advisors sold out of iShares Russell 2000 ETF (IWM) in Q3 2024, closing a stake of 2,883 shares — an estimated $585K sold.

LGT Financial Advisors first reported a position in IWM in Q4 2022 and held it in 6 quarters. The position peaked at $723K in Q1 2024. 2,253 funds tracked by Wall St. Rank hold IWM as of Q3 2024.

  • LGT Financial Advisors reported no remaining iShares Russell 2000 ETF position as of Q3 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 2,883 iShares Russell 2000 ETF shares in Q3 2024, an estimated $585K.
  • LGT Financial Advisors first reported a position in iShares Russell 2000 ETF in Q4 2022 and held it in 6 quarters.
  • LGT Financial Advisors's iShares Russell 2000 ETF position peaked at $723K in Q1 2024.
  • 2,253 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2024.

Based on LGT Financial Advisors's 13F filing for Q3 2024, filed 31 Oct 2024.