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	$3.87M	Buy	17,500 +300	+2%	+$64.2K	0.06%	199
2024 Q2	$3.49M	Buy	17,200 +6,500	+61%	+$1.31M	0.07%	191
2024 Q1	$2.15M	Buy	+10,700	New	+$2.13M	0.05%	247
2023 Q4	–	Hold	0	–	–	–	26
2023 Q3	–	Hold	0	–	–	–	71
2023 Q2	–	Hold	0	–	–	–	118
2023 Q1	–	Hold	0	–	–	–	110
2022 Q4	–	Hold	0	–	–	–	115
2022 Q3	–	Hold	0	–	–	–	112
2022 Q2	–	Hold	0	–	–	–	107
2022 Q1	–	Hold	0	–	–	–	103
2021 Q4	–	Hold	0	–	–	–	8
2021 Q3	–	Hold	0	–	–	–	7
2021 Q2	–	Hold	0	–	–	–	15
2021 Q1	–	Hold	0	–	–	–	14
2020 Q4	–	Hold	0	–	–	–	9
2020 Q3	–	Hold	0	–	–	–	10
2020 Q2	–	Hold	0	–	–	–	11
2020 Q1	–	Hold	0	–	–	–	84
2019 Q4	–	Hold	0	–	–	–	4
2019 Q3	–	Hold	0	–	–	–	15
2019 Q2	–	Hold	0	–	–	–	10
2019 Q1	–	Hold	0	–	–	–	71
2018 Q4	–	Hold	0	–	-$2K	–	54
2018 Q3	–	Hold	0	–	–	–	24
2018 Q2	–	Hold	0	–	–	–	10
2018 Q1	–	Hold	0	–	–	–	9

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

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.