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Norwood Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Norwood Financial’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 		$16.4K Hold
78
– – 0.02% 218
2023
Q4 		$15.7K Sell
78
-40
-34% -$7.17K 0.02% 204
2023
Q3 		$20.9K Sell
118
-35
-23% -$6.57K 0.03% 186
2023
Q2 		$28.6K Hold
153
– – 0.04% 175
2023
Q1 		$27.3K Sell
153
-20
-12% -$3.68K 0.04% 172
2022
Q4 		$30.2K Hold
173
– – 0.05% 163
2022
Q3 		$29K Buy
173
+20
+13% +$3.65K 0.05% 163
2022
Q2 		$26K Hold
153
– – 0.04% 166
2022
Q1 		$31K Hold
153
– – 0.05% 163
2021
Q4 		$34K Buy
+153
New +$34.6K 0.05% 165

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

Norwood Financial's IWM Position: Q1 2024 in Review

Norwood Financial held its iShares Russell 2000 ETF (IWM) position steady in Q1 2024 at 78 shares worth $16.4K. The position accounts for 0.02% of the portfolio, ranked #218.

Norwood Financial first reported a position in IWM in Q4 2021 and has held it in 10 quarters since. The position peaked at $34K in Q4 2021. 2,202 funds tracked by Wall St. Rank hold IWM as of Q1 2024.

  • Norwood Financial held 78 shares of iShares Russell 2000 ETF worth $16.4K as of Q1 2024.
  • Norwood Financial left its iShares Russell 2000 ETF share count unchanged in Q1 2024.
  • iShares Russell 2000 ETF made up 0.02% of Norwood Financial's portfolio in Q1 2024, its #218 holding.
  • Norwood Financial first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 10 quarters since.
  • Norwood Financial's iShares Russell 2000 ETF position peaked at $34K in Q4 2021.
  • 2,202 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2024.

Based on Norwood Financial's 13F filing for Q1 2024, filed 16 Apr 2024.