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NSI Retail Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

NSI Retail Advisors’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
Q4 		$49.8M Buy
225,300
+93,900
+71% +$21.4M 7.91% 5
2024
Q3 		$29M Sell
131,400
-27,100
-17% -$5.8M 4.32% 8
2024
Q2 		$32.2M Buy
158,500
+129,100
+439% +$26.1M 5.61% 6
2024
Q1 		$6.18M Buy
29,400
+18,400
+167% +$3.67M 0.92% 18
2023
Q4 		$2.21M Hold
11,000
– – 0.36% 19
2023
Q3 		$1.94M Buy
11,000
+6,600
+150% +$1.24M 0.41% 16
2023
Q2 		$824K Hold
4,400
– – 0.14% 31
2023
Q1 		$785K Sell
4,400
-131,300
-97% -$24.2M 0.17% 26
2022
Q4 		$23.7M Buy
+135,700
New +$24.1M 5.51% 8

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return