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SpiderRock Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

SpiderRock 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 		$4.28M Sell
19,357
-96
-0.5% -$20.5K 0.07% 187
2024
Q2 		$3.95M Buy
19,453
+2,485
+15% +$502K 0.08% 174
2024
Q1 		$3.41M Buy
+16,968
New +$3.38M 0.09% 187

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

SpiderRock Advisors's IWM Position: Q3 2024 in Review

SpiderRock Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 0.49% in Q3 2024, selling an estimated $20.5K and leaving 19,357 shares worth $4.28M. The position accounts for 0.07% of the portfolio, ranked #187.

SpiderRock Advisors first reported a position in IWM in Q1 2024 and has held it in 3 quarters since. 2,247 funds tracked by Wall St. Rank hold IWM as of Q3 2024.

  • SpiderRock Advisors held 19,357 shares of iShares Russell 2000 ETF worth $4.28M as of Q3 2024.
  • SpiderRock Advisors sold 96 iShares Russell 2000 ETF shares in Q3 2024, an estimated $20.5K.
  • iShares Russell 2000 ETF made up 0.07% of SpiderRock Advisors's portfolio in Q3 2024, its #187 holding.
  • SpiderRock Advisors first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 3 quarters since.
  • 2,247 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.