MIM
IWM icon

Monashee Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Monashee Investment 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
2023
Q2 		– Sell
-95,000
Closed -$16.9M – 80
2023
Q1 		$16.9M Buy
+95,000
New +$17.5M 4.68% 3
2020
Q2 		– Sell
-154,219
Closed -$17.7M – 202
2020
Q1 		$17.7M Buy
+154,219
New +$23M 9.46% 2

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Monashee Investment Management's IWM Position: Q2 2023 in Review

Monashee Investment Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2023, closing a stake of 95,000 shares — an estimated $16.9M sold.

Monashee Investment Management first reported a position in IWM in Q1 2020 and held it in 2 quarters. The position peaked at $17.7M in Q1 2020. 1,959 funds tracked by Wall St. Rank hold IWM as of Q2 2023.

  • Monashee Investment Management reported no remaining iShares Russell 2000 ETF position as of Q2 2023 after selling out during the quarter.
  • Monashee Investment Management sold 95,000 iShares Russell 2000 ETF shares in Q2 2023, an estimated $16.9M.
  • Monashee Investment Management first reported a position in iShares Russell 2000 ETF in Q1 2020 and held it in 2 quarters.
  • Monashee Investment Management's iShares Russell 2000 ETF position peaked at $17.7M in Q1 2020.
  • 1,959 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2023.

Based on Monashee Investment Management's 13F filing for Q2 2023, filed 10 Aug 2023.