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HURRICANE CAPITAL ADVISORS LLC’s iShares Russell 2000 ETF IWM Stock Holding History

HURRICANE CAPITAL ADVISORS LLC’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
Q1 		$2.1M Sell
10,000
-1,481
-13% -$295K 0.59% 27
2023
Q4 		$2.3M Buy
+11,481
New +$2.06M 0.9% 24

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

HURRICANE CAPITAL ADVISORS LLC's IWM Position: Q1 2024 in Review

HURRICANE CAPITAL ADVISORS LLC reduced its iShares Russell 2000 ETF (IWM) stake by 13% in Q1 2024, selling an estimated $295K and leaving 10,000 shares worth $2.1M. The position accounts for 0.59% of the portfolio, ranked #27.

HURRICANE CAPITAL ADVISORS LLC first reported a position in IWM in Q4 2023 and has held it in 2 quarters since. The position peaked at $2.3M in Q4 2023. 2,210 funds tracked by Wall St. Rank hold IWM as of Q1 2024.

  • HURRICANE CAPITAL ADVISORS LLC held 10,000 shares of iShares Russell 2000 ETF worth $2.1M as of Q1 2024.
  • HURRICANE CAPITAL ADVISORS LLC sold 1,481 iShares Russell 2000 ETF shares in Q1 2024, an estimated $295K.
  • iShares Russell 2000 ETF made up 0.59% of HURRICANE CAPITAL ADVISORS LLC's portfolio in Q1 2024, its #27 holding.
  • HURRICANE CAPITAL ADVISORS LLC first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 2 quarters since.
  • HURRICANE CAPITAL ADVISORS LLC's iShares Russell 2000 ETF position peaked at $2.3M in Q4 2023.
  • 2,210 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2024.

Based on HURRICANE CAPITAL ADVISORS LLC's 13F filing for Q1 2024, filed 3 Nov 2026.