LifePro Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

LifePro Asset Management’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	$223K	Sell	1,010 -48	-5%	-$10.3K	0.14%	135
2024 Q2	$215K	Sell	1,058 -101	-9%	-$20.4K	0.15%	122
2024 Q1	$244K	Buy	+1,159	New	+$231K	0.16%	113
2022 Q1	–	Sell	-2,344	Closed	-$521K	–	135
2021 Q4	$521K	Buy	2,344 +30	+1%	+$6.78K	0.15%	68
2021 Q3	$506K	Sell	2,314 -7	-0.3%	-$1.55K	0.15%	58
2021 Q2	$532K	Buy	2,321 +120	+5%	+$27K	0.16%	46
2021 Q1	$486K	Buy	2,201 +99	+5%	+$21.6K	0.15%	45
2020 Q4	$412K	Buy	+2,102	New	+$368K	0.13%	59

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LifePro Asset Management's IWM Position: Q3 2024 in Review

LifePro Asset Management reduced its iShares Russell 2000 ETF (IWM) stake by 4.5% in Q3 2024, selling an estimated $10.3K and leaving 1,010 shares worth $223K. The position accounts for 0.14% of the portfolio, ranked #135.

LifePro Asset Management first reported a position in IWM in Q4 2020 and has held it in 8 quarters since. The position peaked at $532K in Q2 2021. 2,247 funds tracked by Wall St. Rank hold IWM as of Q3 2024.

LifePro Asset Management held 1,010 shares of iShares Russell 2000 ETF worth $223K as of Q3 2024.
LifePro Asset Management sold 48 iShares Russell 2000 ETF shares in Q3 2024, an estimated $10.3K.
iShares Russell 2000 ETF made up 0.14% of LifePro Asset Management's portfolio in Q3 2024, its #135 holding.
LifePro Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 8 quarters since.
LifePro Asset Management's iShares Russell 2000 ETF position peaked at $532K in Q2 2021.
2,247 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.