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Mowery & Schoenfeld Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Mowery & Schoenfeld 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
Q3 		– Sell
-70
Closed -$14.2K – 252
2024
Q2 		$14.2K Buy
+70
New +$14.1K 0.02% 159

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's IWM Position: Q3 2024 in Review

Mowery & Schoenfeld Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q3 2024, closing a stake of 70 shares — an estimated $14.2K sold.

Mowery & Schoenfeld Wealth Management first reported a position in IWM in Q2 2024 and held it in 1 quarter. The position peaked at $14.2K in Q2 2024. 2,247 funds tracked by Wall St. Rank hold IWM as of Q3 2024.

  • Mowery & Schoenfeld Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q3 2024 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 70 iShares Russell 2000 ETF shares in Q3 2024, an estimated $14.2K.
  • Mowery & Schoenfeld Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's iShares Russell 2000 ETF position peaked at $14.2K in Q2 2024.
  • 2,247 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2024.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q3 2024, filed 23 Oct 2024.