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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 		$286M Buy
1,293,300
+611,700
+90% +$131M 0.64% 23
2024
Q2 		$138M Sell
681,600
-17,100
-2% -$3.46M 0.36% 51
2024
Q1 		$147M Sell
698,700
-695,700
-50% -$139M 0.38% 42
2023
Q4 		$280M Buy
1,394,400
+292,800
+27% +$52.5M 1.04% 14
2023
Q3 		$195M Sell
1,101,600
-254,500
-19% -$47.8M 0.89% 11
2023
Q2 		$254M Buy
1,356,100
+395,600
+41% +$70.5M 1.16% 11
2023
Q1 		$171M Buy
960,500
+292,300
+44% +$53.8M 0.82% 13
2022
Q4 		$117M Sell
668,200
-562,000
-46% -$100M 0.67% 14
2022
Q3 		$203M Sell
1,230,200
-836,300
-40% -$153M 0.85% 9
2022
Q2 		$374M Buy
2,066,500
+243,200
+13% +$44.8M 0.72% 18
2022
Q1 		$374M Sell
1,823,300
-1,822,000
-50% -$372M 0.8% 13
2021
Q4 		$811M Sell
3,645,300
-217,300
-6% -$49.1M 1.73% 5
2021
Q3 		$845M Sell
3,862,600
-338,800
-8% -$75.1M 1.88% 5
2021
Q2 		$964M Sell
4,201,400
-284,200
-6% -$63.9M 2.29% 3
2021
Q1 		$991M Buy
4,485,600
+1,925,400
+75% +$420M 2.4% 3
2020
Q4 		$502M Buy
2,560,200
+1,465,000
+134% +$256M 1.04% 9
2020
Q3 		$164M Sell
1,095,200
-96,800
-8% -$14.6M 0.4% 35
2020
Q2 		$171M Buy
+1,192,000
New +$156M 0.59% 19
2020
Q1 		– Sell
-30,000
Closed -$4.97M – 4284
2019
Q4 		$4.97M Hold
30,000
– – 0.03% 629
2019
Q3 		$4.54M Sell
30,000
-70,000
-70% -$10.7M 0.03% 725
2019
Q2 		$15.6M Sell
100,000
-101,200
-50% -$15.6M 0.1% 211
2019
Q1 		$30.8M Buy
+201,200
New +$30.2M 0.18% 100
2018
Q4 		– Sell
-56,300
Closed -$9.49M – 4305
2018
Q3 		$9.49M Buy
+56,300
New +$9.5M 0.04% 487

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
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
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
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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. 2,247 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.
  • 2,247 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.