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SFA
Semmax Financial Advisors’s
iShares Russell 2000 ETF
IWM
Stock Holding History
Semmax Financial 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
Q2
$43.8K
Buy
199
+1
+0.5%
+$201
0.01%
189
2025
Q1
$39.8K
Hold
198
–
–
0.01%
175
2024
Q4
$44.7K
Buy
198
+1
+0.5%
+$228
0.01%
163
2024
Q3
$46.8K
Buy
197
+1
+0.5%
+$214
0.01%
153
2024
Q2
$40.8K
Hold
196
–
–
0.01%
159
2024
Q1
$40.1K
Buy
196
+1
+0.5%
+$199
0.01%
155
2023
Q4
$38K
Hold
195
–
–
0.01%
156
2023
Q3
$32.9K
Buy
+195
New
+$36.6K
0.01%
139
2022
Q4
$36K
Hold
192
–
–
0.01%
126
2022
Q3
$34K
Buy
192
+1
+0.5%
+$182
0.01%
121
2022
Q2
$37K
Buy
191
+1
+0.5%
+$184
0.02%
123
2022
Q1
$39K
Hold
190
–
–
0.02%
138
2021
Q4
$42K
Buy
190
+1
+0.5%
+$226
0.02%
136
2021
Q3
$41K
Hold
189
–
–
0.01%
136
2021
Q2
$43K
Buy
189
+1
+0.5%
+$225
0.01%
133
2021
Q1
$42K
Hold
188
–
–
0.02%
130
2020
Q4
$37K
Buy
188
+1
+0.5%
+$175
0.02%
131
2020
Q3
$28K
Hold
187
–
–
0.01%
131
2020
Q2
$27K
Buy
+187
New
+$24.5K
0.01%
130
2020
Q1
–
Sell
-43
Closed
-$7K
–
295
2019
Q4
$7K
Buy
+43
New
+$6.8K
﹤0.01%
198
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31.28%
1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
BlackRock
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$5.7T AUM
30.48%
1-Year Est. Return
Empower Advisory Group
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$38.5B AUM
18.4%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
LPL Financial
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$376B AUM
19.32%
1-Year Est. Return
Rafferty Asset Management
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$24.6B AUM
47.06%
1-Year Est. Return
Holocene Advisors
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$41.3B AUM
42.97%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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