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

Marks Group Wealth 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
-1,282
Closed -$270K – 294
2024
Q1 		$270K Buy
1,282
+3
+0.2% +$598 0.03% 271
2023
Q4 		$257K Buy
+1,279
New +$229K 0.03% 271

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Marks Group Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2024, closing a stake of 1,282 shares — an estimated $270K sold.

Marks Group Wealth Management first reported a position in IWM in Q4 2023 and held it in 2 quarters. The position peaked at $270K in Q1 2024. 2,156 funds tracked by Wall St. Rank hold IWM as of Q2 2024.

  • Marks Group Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q2 2024 after selling out during the quarter.
  • Marks Group Wealth Management sold 1,282 iShares Russell 2000 ETF shares in Q2 2024, an estimated $270K.
  • Marks Group Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2023 and held it in 2 quarters.
  • Marks Group Wealth Management's iShares Russell 2000 ETF position peaked at $270K in Q1 2024.
  • 2,156 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2024.

Based on Marks Group Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.