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Planning Capital Management Corporation’s iShares Russell 2000 ETF IWM Stock Holding History

Planning Capital Management Corporation’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 		$159K Buy
721
+68
+10% +$14.6K 0.11% 98
2024
Q2 		$132K Buy
653
+1
+0.2% +$202 0.09% 117
2024
Q1 		$137K Buy
652
+1
+0.2% +$199 0.1% 107
2023
Q4 		$131K Buy
+651
New +$117K 0.1% 112

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

Planning Capital Management Corporation's IWM Position: Q3 2024 in Review

Planning Capital Management Corporation increased its iShares Russell 2000 ETF (IWM) stake by 10% in Q3 2024, buying an estimated $14.6K and bringing the position to 721 shares worth $159K. The position accounts for 0.11% of the portfolio, ranked #98.

Planning Capital Management Corporation first reported a position in IWM in Q4 2023 and has held it in 4 quarters since. 2,247 funds tracked by Wall St. Rank hold IWM as of Q3 2024.

  • Planning Capital Management Corporation held 721 shares of iShares Russell 2000 ETF worth $159K as of Q3 2024.
  • Planning Capital Management Corporation bought 68 iShares Russell 2000 ETF shares in Q3 2024, an estimated $14.6K.
  • iShares Russell 2000 ETF made up 0.11% of Planning Capital Management Corporation's portfolio in Q3 2024, its #98 holding.
  • Planning Capital Management Corporation first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 4 quarters since.
  • 2,247 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.