RIG
IWM icon

Roosevelt Investment Group’s iShares Russell 2000 ETF IWM Stock Holding History

Roosevelt Investment 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
2022
Q3 		$522K Hold
3,167
– – 0.04% 177
2022
Q2 		$536K Buy
+3,167
New +$584K 0.04% 172

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
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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Roosevelt Investment Group's IWM Position: Q3 2022 in Review

Roosevelt Investment Group held its iShares Russell 2000 ETF (IWM) position steady in Q3 2022 at 3,167 shares worth $522K. The position accounts for 0.04% of the portfolio, ranked #177.

Roosevelt Investment Group first reported a position in IWM in Q2 2022 and has held it in 2 quarters since. The position peaked at $536K in Q2 2022. 1,854 funds tracked by Wall St. Rank hold IWM as of Q3 2022.

  • Roosevelt Investment Group held 3,167 shares of iShares Russell 2000 ETF worth $522K as of Q3 2022.
  • Roosevelt Investment Group left its iShares Russell 2000 ETF share count unchanged in Q3 2022.
  • iShares Russell 2000 ETF made up 0.04% of Roosevelt Investment Group's portfolio in Q3 2022, its #177 holding.
  • Roosevelt Investment Group first reported a position in iShares Russell 2000 ETF in Q2 2022 and has held it in 2 quarters since.
  • Roosevelt Investment Group's iShares Russell 2000 ETF position peaked at $536K in Q2 2022.
  • 1,854 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2022.

Based on Roosevelt Investment Group's 13F filing for Q3 2022, filed 19 Oct 2022.