PEAK6 Investments’s iShares Russell 2000 ETF IWM Stock Holding History

PEAK6 Investments’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	$12.7M	Sell	57,363 -68,624	-54%	-$14.7M	0.03%	471
2024 Q2	$25.6M	Buy	125,987 +125,985	+6,299,250%	+$25.5M	0.07%	231
2024 Q1	$515	Buy	+2	New	+$399	﹤0.01%	3910
2021 Q3	–	Sell	-5	Closed	-$1.11K	–	5441
2021 Q2	$1K	Buy	+5	New	+$1.12K	﹤0.01%	4956
2020 Q3	–	Sell	-16,705	Closed	-$2.51M	–	4619
2020 Q2	$2.39M	Buy	+16,705	New	+$2.19M	0.01%	1341
2019 Q4	–	Sell	-18,406	Closed	-$2.91M	–	3712
2019 Q3	$2.79M	Sell	18,406 -45,400	-71%	-$6.93M	0.02%	1057
2019 Q2	$9.92M	Buy	+63,806	New	+$9.84M	0.07%	362
2019 Q1	–	Sell	-1,982	Closed	-$298K	–	4216
2018 Q4	$265K	Buy	+1,982	New	+$296K	﹤0.01%	2819

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

PEAK6 Investments's IWM Position: Q3 2024 in Review

PEAK6 Investments reduced its iShares Russell 2000 ETF (IWM) stake by 54% in Q3 2024, selling an estimated $14.7M and leaving 57,363 shares worth $12.7M. The position accounts for 0.03% of the portfolio, ranked #471.

PEAK6 Investments first reported a position in IWM in Q4 2018 and has held it in 8 quarters since. The position peaked at $25.6M in Q2 2024. 2,252 funds tracked by Wall St. Rank hold IWM as of Q3 2024.

PEAK6 Investments held 57,363 shares of iShares Russell 2000 ETF worth $12.7M as of Q3 2024.
PEAK6 Investments sold 68,624 iShares Russell 2000 ETF shares in Q3 2024, an estimated $14.7M.
iShares Russell 2000 ETF made up 0.03% of PEAK6 Investments's portfolio in Q3 2024, its #471 holding.
PEAK6 Investments first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 8 quarters since.
PEAK6 Investments's iShares Russell 2000 ETF position peaked at $25.6M in Q2 2024.
2,252 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2024.

Based on PEAK6 Investments's 13F filing for Q3 2024, filed 14 Nov 2024.