Spotlight Asset Group’s iShares Russell 2000 ETF IWM Stock Holding History

Spotlight Asset Group’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	$374K	Hold	1,842	–	–	0.26%	56
2024 Q1	$387K	Hold	1,842	–	–	0.28%	51
2023 Q4	$326K	Hold	1,842	–	–	0.3%	45
2023 Q3	$326K	Hold	1,842	–	–	0.3%	45
2023 Q2	$345K	Hold	1,842	–	–	0.31%	46
2023 Q1	$318K	Buy	+1,842	New	+$339K	0.32%	57
2022 Q3	$318K	Buy	+1,842	New	+$336K	0.32%	57
2021 Q3	$362K	Sell	1,654 -560	-25%	-$124K	0.18%	81
2021 Q2	$508K	Sell	2,214 -9,472	-81%	-$2.13M	0.2%	72
2021 Q1	$2.58M	Buy	11,686 +10,144	+658%	+$2.21M	0.97%	20
2020 Q4	$302K	Hold	1,542	–	–	0.11%	107
2020 Q3	$231K	Hold	1,542	–	–	0.09%	123
2020 Q2	$221K	Buy	+1,542	New	+$202K	0.09%	120

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Spotlight Asset Group's IWM Position: Q2 2024 in Review

Spotlight Asset Group held its iShares Russell 2000 ETF (IWM) position steady in Q2 2024 at 1,842 shares worth $374K. The position accounts for 0.26% of the portfolio, ranked #56.

Spotlight Asset Group first reported a position in IWM in Q2 2020 and has held it in 13 quarters since. The position peaked at $2.58M in Q1 2021. 2,156 funds tracked by Wall St. Rank hold IWM as of Q2 2024.

Spotlight Asset Group held 1,842 shares of iShares Russell 2000 ETF worth $374K as of Q2 2024.
Spotlight Asset Group left its iShares Russell 2000 ETF share count unchanged in Q2 2024.
iShares Russell 2000 ETF made up 0.26% of Spotlight Asset Group's portfolio in Q2 2024, its #56 holding.
Spotlight Asset Group first reported a position in iShares Russell 2000 ETF in Q2 2020 and has held it in 13 quarters since.
Spotlight Asset Group's iShares Russell 2000 ETF position peaked at $2.58M in Q1 2021.
2,156 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2024.

Based on Spotlight Asset Group's 13F filing for Q2 2024, filed 24 Jul 2024.