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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 		$417M Buy
1,885,700
+328,300
+21% +$70.3M 0.93% 15
2024
Q2 		$316M Buy
1,557,400
+1,095,100
+237% +$221M 0.82% 15
2024
Q1 		$97.2M Sell
462,300
-952,400
-67% -$190M 0.25% 64
2023
Q4 		$284M Buy
1,414,700
+790,200
+127% +$142M 1.05% 12
2023
Q3 		$110M Buy
624,500
+46,500
+8% +$8.73M 0.51% 18
2023
Q2 		$108M Sell
578,000
-893,400
-61% -$159M 0.49% 26
2023
Q1 		$262M Buy
1,471,400
+1,274,100
+646% +$235M 1.26% 8
2022
Q4 		$34.4M Sell
197,300
-735,100
-79% -$131M 0.2% 77
2022
Q3 		$154M Sell
932,400
-288,400
-24% -$52.6M 0.64% 11
2022
Q2 		$217M Buy
1,220,800
+788,200
+182% +$145M 0.42% 25
2022
Q1 		$88.8M Buy
432,600
+143,400
+50% +$29.3M 0.19% 82
2021
Q4 		$64.3M Buy
289,200
+32,300
+13% +$7.3M 0.14% 135
2021
Q3 		$56.2M Buy
256,900
+11,200
+5% +$2.48M 0.13% 137
2021
Q2 		$56.4M Sell
245,700
-294,800
-55% -$66.3M 0.13% 128
2021
Q1 		$119M Buy
540,500
+353,600
+189% +$77.2M 0.29% 51
2020
Q4 		$36.6M Sell
186,900
-223,000
-54% -$39M 0.08% 234
2020
Q3 		$61.4M Buy
409,900
+41,500
+11% +$6.24M 0.15% 121
2020
Q2 		$52.7M Buy
+368,400
New +$48.3M 0.18% 105
2020
Q1 		– Sell
-120,000
Closed -$19.9M – 4285
2019
Q4 		$19.9M Sell
120,000
-5,000
-4% -$790K 0.1% 185
2019
Q3 		$18.9M Sell
125,000
-70,000
-36% -$10.7M 0.12% 175
2019
Q2 		$30.3M Buy
195,000
+194,500
+38,900% +$30M 0.2% 80
2019
Q1 		$77K Sell
500
-499,500
-100% -$75.1M ﹤0.01% 3316
2018
Q4 		$67M Buy
500,000
+440,000
+733% +$65.7M 0.42% 26
2018
Q3 		$10.1M Buy
+60,000
New +$10.1M 0.04% 458

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.