Peterson Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Peterson Financial 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 Q3	$17.7K	Buy	+80	New	+$17.1K	0.07%	163

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

Peterson Financial Group's IWM Position: Q3 2024 in Review

Peterson Financial Group opened a new position in iShares Russell 2000 ETF (IWM) in Q3 2024: 80 shares worth $17.7K. The stake represents 0.07% of the portfolio and ranks #163 among its holdings.

2,250 funds tracked by Wall St. Rank hold IWM as of Q3 2024.

Peterson Financial Group held 80 shares of iShares Russell 2000 ETF worth $17.7K as of Q3 2024.
iShares Russell 2000 ETF was a new Peterson Financial Group position in Q3 2024.
iShares Russell 2000 ETF made up 0.07% of Peterson Financial Group's portfolio in Q3 2024, its #163 holding.
2,250 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.