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

SignalPoint 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
Q4 		$393K Sell
1,780
-35
-2% -$7.98K 0.1% 158
2024
Q3 		$400K Buy
1,815
+111
+7% +$23.8K 0.09% 174
2024
Q2 		$346K Sell
1,704
-93
-5% -$18.8K 0.09% 184
2024
Q1 		$378K Buy
1,797
+16
+0.9% +$3.19K 0.1% 169
2023
Q4 		$357K Buy
1,781
+627
+54% +$112K 0.11% 166
2023
Q3 		$204K Buy
+1,154
New +$217K 0.07% 203

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SignalPoint Asset Management's IWM Position: Q4 2024 in Review

SignalPoint Asset Management reduced its iShares Russell 2000 ETF (IWM) stake by 1.9% in Q4 2024, selling an estimated $7.98K and leaving 1,780 shares worth $393K. The position accounts for 0.1% of the portfolio, ranked #158.

SignalPoint Asset Management first reported a position in IWM in Q3 2023 and has held it in 6 quarters since. The position peaked at $400K in Q3 2024. 2,528 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

  • SignalPoint Asset Management held 1,780 shares of iShares Russell 2000 ETF worth $393K as of Q4 2024.
  • SignalPoint Asset Management sold 35 iShares Russell 2000 ETF shares in Q4 2024, an estimated $7.98K.
  • iShares Russell 2000 ETF made up 0.1% of SignalPoint Asset Management's portfolio in Q4 2024, its #158 holding.
  • SignalPoint Asset Management first reported a position in iShares Russell 2000 ETF in Q3 2023 and has held it in 6 quarters since.
  • SignalPoint Asset Management's iShares Russell 2000 ETF position peaked at $400K in Q3 2024.
  • 2,528 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.