Shulman DeMeo Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Shulman DeMeo Asset Management’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 Q2	–	Sell	-1,026	Closed	-$216K	–	132
2024 Q1	$216K	Sell	1,026 -32	-3%	-$6.38K	0.06%	121
2023 Q4	$212K	Buy	+1,058	New	+$190K	0.06%	120
2023 Q2	–	Sell	-1,341	Closed	-$239K	–	133
2023 Q1	$239K	Buy	1,341 +16	+1%	+$2.95K	0.08%	111
2022 Q4	$231K	Buy	1,325 +86	+7%	+$15.3K	0.08%	112
2022 Q3	$204K	Hold	1,239	–	–	0.07%	118
2022 Q2	$210K	Buy	1,239 +4	+0.3%	+$737	0.07%	124
2022 Q1	$254K	Buy	1,235 +2	+0.2%	+$408	0.07%	120
2021 Q4	$274K	Buy	+1,233	New	+$279K	0.07%	117
2020 Q1	–	Sell	-2,239	Closed	-$371K	–	110
2019 Q4	$371K	Sell	2,239 -1,159	-34%	-$183K	0.13%	85
2019 Q3	$514K	Hold	3,398	–	–	0.17%	61
2019 Q2	$528K	Buy	3,398 +12	+0.4%	+$1.85K	0.19%	52
2019 Q1	$518K	Buy	+3,386	New	+$509K	0.2%	50

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Shulman DeMeo Asset Management's IWM Position: Q2 2024 in Review

Shulman DeMeo Asset Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2024, closing a stake of 1,026 shares — an estimated $216K sold.

Shulman DeMeo Asset Management first reported a position in IWM in Q1 2019 and held it in 12 quarters. The position peaked at $528K in Q2 2019. 2,162 funds tracked by Wall St. Rank hold IWM as of Q2 2024.

Shulman DeMeo Asset Management reported no remaining iShares Russell 2000 ETF position as of Q2 2024 after selling out during the quarter.
Shulman DeMeo Asset Management sold 1,026 iShares Russell 2000 ETF shares in Q2 2024, an estimated $216K.
Shulman DeMeo Asset Management first reported a position in iShares Russell 2000 ETF in Q1 2019 and held it in 12 quarters.
Shulman DeMeo Asset Management's iShares Russell 2000 ETF position peaked at $528K in Q2 2019.
2,162 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2024.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2024, filed 17 Jul 2024.