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

Manhattan West 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 Q2	–	Sell	-2,695	Closed	-$567K	–	153
2024 Q1	$567K	Buy	+2,695	New	+$538K	0.14%	96
2023 Q2	–	Sell	-1,612	Closed	-$288K	–	131
2023 Q1	$288K	Buy	+1,612	New	+$297K	0.13%	108
2022 Q2	–	Sell	-3,397	Closed	-$697K	–	112
2022 Q1	$697K	Sell	3,397 -26,321	-89%	-$5.37M	0.38%	63
2021 Q4	$6.61M	Buy	+29,718	New	+$6.72M	3.96%	6

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

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

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

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

Manhattan West Asset Management's IWM Position: Q2 2024 in Review

Manhattan West Asset Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2024, closing a stake of 2,695 shares — an estimated $567K sold.

Manhattan West Asset Management first reported a position in IWM in Q4 2021 and held it in 4 quarters. The position peaked at $6.61M in Q4 2021. 2,156 funds tracked by Wall St. Rank hold IWM as of Q2 2024.

Manhattan West Asset Management reported no remaining iShares Russell 2000 ETF position as of Q2 2024 after selling out during the quarter.
Manhattan West Asset Management sold 2,695 iShares Russell 2000 ETF shares in Q2 2024, an estimated $567K.
Manhattan West Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and held it in 4 quarters.
Manhattan West Asset Management's iShares Russell 2000 ETF position peaked at $6.61M in Q4 2021.
2,156 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2024.

Based on Manhattan West Asset Management's 13F filing for Q2 2024, filed 14 Aug 2024.