SkyView Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

SkyView Investment 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
2024 Q3	–	Sell	-2,500	Closed	-$507K	–	319
2024 Q2	$507K	Hold	2,500	–	–	0.09%	195
2024 Q1	$526K	Buy	+2,500	New	+$499K	0.1%	177
2023 Q4	–	Sell	-28,216	Closed	-$4.99M	–	321
2023 Q3	$4.99M	Buy	+28,216	New	+$5.3M	2.03%	6
2022 Q2	–	Sell	-156	Closed	-$32K	–	604
2022 Q1	$32K	Sell	156 -511	-77%	-$104K	0.01%	482
2021 Q4	$40K	Buy	+667	New	+$151K	0.01%	467

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

SkyView Investment Advisors's IWM Position: Q3 2024 in Review

SkyView Investment Advisors sold out of iShares Russell 2000 ETF (IWM) in Q3 2024, closing a stake of 2,500 shares — an estimated $507K sold.

SkyView Investment Advisors first reported a position in IWM in Q4 2021 and held it in 5 quarters. The position peaked at $4.99M in Q3 2023. 2,247 funds tracked by Wall St. Rank hold IWM as of Q3 2024.

SkyView Investment Advisors reported no remaining iShares Russell 2000 ETF position as of Q3 2024 after selling out during the quarter.
SkyView Investment Advisors sold 2,500 iShares Russell 2000 ETF shares in Q3 2024, an estimated $507K.
SkyView Investment Advisors first reported a position in iShares Russell 2000 ETF in Q4 2021 and held it in 5 quarters.
SkyView Investment Advisors's iShares Russell 2000 ETF position peaked at $4.99M in Q3 2023.
2,247 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2024.

Based on SkyView Investment Advisors's 13F filing for Q3 2024, filed 21 Nov 2024.