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Retirement Group’s iShares Russell 2000 ETF IWM Stock Holding History

Retirement 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
Q1 		$910K Sell
4,328
-211
-5% -$42.1K 0.33% 47
2023
Q4 		$911K Buy
4,539
+1
+0% +$179 0.37% 41
2023
Q3 		$802K Sell
4,538
-42
-0.9% -$7.88K 0.33% 45
2023
Q2 		$858K Hold
4,580
– – 0.36% 45
2023
Q1 		$817K Sell
4,580
-18
-0.4% -$3.31K 0.37% 43
2022
Q4 		$802K Buy
4,598
+3,607
+364% +$641K 0.39% 44
2022
Q3 		$163K Sell
991
-3,884
-80% -$708K 0.13% 65
2022
Q2 		$826K Buy
4,875
+183
+4% +$33.7K 0.34% 46
2022
Q1 		$963K Sell
4,692
-6,561
-58% -$1.34M 0.37% 41
2021
Q4 		$2.5M Buy
11,253
+6,342
+129% +$1.43M 1.09% 19
2021
Q3 		$1.07M Hold
4,911
– – 0.49% 38
2021
Q2 		$1.13M Sell
4,911
-296
-6% -$66.6K 0.54% 35
2021
Q1 		$1.15M Sell
5,207
-257
-5% -$56.1K 0.52% 37
2020
Q4 		$1.07M Sell
5,464
-1,030
-16% -$180K 0.49% 39
2020
Q3 		$973K Buy
6,494
+320
+5% +$48.1K 0.55% 43
2020
Q2 		$884K Buy
+6,174
New +$810K 0.55% 41
2019
Q4 		$887K Buy
+5,354
New +$846K 0.58% 44

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Retirement Group's IWM Position: Q1 2024 in Review

Retirement Group reduced its iShares Russell 2000 ETF (IWM) stake by 4.6% in Q1 2024, selling an estimated $42.1K and leaving 4,328 shares worth $910K. The position accounts for 0.33% of the portfolio, ranked #47.

Retirement Group first reported a position in IWM in Q4 2019 and has held it in 17 quarters since. The position peaked at $2.5M in Q4 2021. 2,202 funds tracked by Wall St. Rank hold IWM as of Q1 2024.

  • Retirement Group held 4,328 shares of iShares Russell 2000 ETF worth $910K as of Q1 2024.
  • Retirement Group sold 211 iShares Russell 2000 ETF shares in Q1 2024, an estimated $42.1K.
  • iShares Russell 2000 ETF made up 0.33% of Retirement Group's portfolio in Q1 2024, its #47 holding.
  • Retirement Group first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 17 quarters since.
  • Retirement Group's iShares Russell 2000 ETF position peaked at $2.5M in Q4 2021.
  • 2,202 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.