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Morgens Waterfall Vintiadis & Co’s iShares Russell 2000 ETF IWM Stock Holding History

Morgens Waterfall Vintiadis & Co’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 		– Sell
-5,000
Closed -$1M – 42
2023
Q4 		$1M Buy
+5,000
New +$896K 0.75% 24

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Morgens Waterfall Vintiadis & Co's IWM Position: Q1 2024 in Review

Morgens Waterfall Vintiadis & Co sold out of iShares Russell 2000 ETF (IWM) in Q1 2024, closing a stake of 5,000 shares — an estimated $1M sold.

Morgens Waterfall Vintiadis & Co first reported a position in IWM in Q4 2023 and held it in 1 quarter. The position peaked at $1M in Q4 2023. 2,202 funds tracked by Wall St. Rank hold IWM as of Q1 2024.

  • Morgens Waterfall Vintiadis & Co reported no remaining iShares Russell 2000 ETF position as of Q1 2024 after selling out during the quarter.
  • Morgens Waterfall Vintiadis & Co sold 5,000 iShares Russell 2000 ETF shares in Q1 2024, an estimated $1M.
  • Morgens Waterfall Vintiadis & Co first reported a position in iShares Russell 2000 ETF in Q4 2023 and held it in 1 quarter.
  • Morgens Waterfall Vintiadis & Co's iShares Russell 2000 ETF position peaked at $1M in Q4 2023.
  • 2,202 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2024.

Based on Morgens Waterfall Vintiadis & Co's 13F filing for Q1 2024, filed 15 May 2024.