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O'Dell Group’s iShares Russell 2000 ETF IWM Stock Holding History

O'Dell Group’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
-311
Closed -$62.5K – 285
2023
Q4 		$62.5K Buy
+311
New +$55.7K 0.02% 182
2023
Q3 		– Sell
-309
Closed -$57.9K – 273
2023
Q2 		$57.9K Buy
+309
New +$55.1K 0.02% 177
2022
Q4 		– Sell
-281
Closed -$46K – 239
2022
Q3 		$46K Sell
281
-17
-6% -$3.1K 0.02% 152
2022
Q2 		$50K Buy
298
+14
+5% +$2.58K 0.02% 152
2022
Q1 		$58K Hold
284
– – 0.02% 156
2021
Q4 		$63K Hold
284
– – 0.02% 147
2021
Q3 		$62K Buy
+284
New +$63K 0.02% 144

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

O'Dell Group's IWM Position: Q1 2024 in Review

O'Dell Group sold out of iShares Russell 2000 ETF (IWM) in Q1 2024, closing a stake of 311 shares — an estimated $62.5K sold.

O'Dell Group first reported a position in IWM in Q3 2021 and held it in 7 quarters. The position peaked at $63K in Q4 2021. 2,202 funds tracked by Wall St. Rank hold IWM as of Q1 2024.

  • O'Dell Group reported no remaining iShares Russell 2000 ETF position as of Q1 2024 after selling out during the quarter.
  • O'Dell Group sold 311 iShares Russell 2000 ETF shares in Q1 2024, an estimated $62.5K.
  • O'Dell Group first reported a position in iShares Russell 2000 ETF in Q3 2021 and held it in 7 quarters.
  • O'Dell Group's iShares Russell 2000 ETF position peaked at $63K in Q4 2021.
  • 2,202 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.