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P&S Credit Management’s iShares Russell 2000 ETF IWM Stock Holding History

P&S Credit 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
Q1 		$9.57M Sell
45,500
-60,500
-57% -$12.1M 15.31% 3
2023
Q4 		$21.3M Buy
106,000
+21,000
+25% +$3.76M 36.1% 1
2023
Q3 		$15M Buy
85,000
+71,700
+539% +$13.5M 16.52% 2
2023
Q2 		$2.49M Buy
+13,300
New +$2.37M 1.77% 5

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

P&S Credit Management's IWM Position: Q4 2023 in Review

P&S Credit Management sold out of iShares Russell 2000 ETF (IWM) in Q4 2023, closing a stake of 5,618 shares — an estimated $1.01M sold.

P&S Credit Management first reported a position in IWM in Q3 2023 and held it in 1 quarter. The position peaked at $993K in Q3 2023. 2,211 funds tracked by Wall St. Rank hold IWM as of Q4 2023.

  • P&S Credit Management reported no remaining iShares Russell 2000 ETF position as of Q4 2023 after selling out during the quarter.
  • P&S Credit Management sold 5,618 iShares Russell 2000 ETF shares in Q4 2023, an estimated $1.01M.
  • P&S Credit Management first reported a position in iShares Russell 2000 ETF in Q3 2023 and held it in 1 quarter.
  • P&S Credit Management's iShares Russell 2000 ETF position peaked at $993K in Q3 2023.
  • 2,211 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2023.

Based on P&S Credit Management's 13F filing for Q4 2023, filed 9 Jan 2024.