Steward Partners Investment Solutions’s iShares Russell 2000 ETF IWM Stock Holding History

Steward Partners Investment Solutions’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 Q1	$221K	Buy	+1,049	New	+$209K	0.04%	237

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Steward Partners Investment Solutions's IWM Position: Q1 2024 in Review

Steward Partners Investment Solutions opened a new position in iShares Russell 2000 ETF (IWM) in Q1 2024: 1,049 shares worth $221K. The stake represents 0.04% of the portfolio and ranks #237 among its holdings.

2,208 funds tracked by Wall St. Rank hold IWM as of Q1 2024.

Steward Partners Investment Solutions held 1,049 shares of iShares Russell 2000 ETF worth $221K as of Q1 2024.
iShares Russell 2000 ETF was a new Steward Partners Investment Solutions position in Q1 2024.
iShares Russell 2000 ETF made up 0.04% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #237 holding.
2,208 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.