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Pin Oak Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Pin Oak Investment Advisors’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
2025
Q1 		– Sell
-90
Closed -$20K – 463
2024
Q4 		$20K Hold
90
– – 0.02% 272
2024
Q3 		$19K Hold
90
– – 0.02% 277
2024
Q2 		$18K Hold
90
– – 0.02% 272
2024
Q1 		$19K Hold
90
– – 0.02% 268
2023
Q4 		$18K Hold
90
– – 0.02% 277
2023
Q3 		$16K Sell
90
-10
-10% -$1.88K 0.02% 276
2023
Q2 		$19K Buy
+100
New +$17.8K 0.02% 259
2019
Q2 		– Sell
-110
Closed -$17K – 472
2019
Q1 		$17K Hold
110
– – 0.01% 273
2018
Q4 		$15K Hold
110
– – 0.01% 275
2018
Q3 		$19K Hold
110
– – 0.01% 261
2018
Q2 		$18K Hold
110
– – 0.01% 278
2018
Q1 		$17K Sell
110
-64
-37% -$9.88K 0.01% 285
2017
Q4 		$27K Buy
+174
New +$26.1K 0.02% 252

Other funds holding IWM

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Goldman Sachs New York $761B 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 $501B 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 $60.6B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return