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Strategic Wealth Partners Group’s iShares Russell 2000 ETF IWM Stock Holding History

Strategic Wealth Partners 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
Q1 		$13.1M Sell
62,515
-789
-1% -$157K 1.45% 14
2023
Q4 		$12.7M Sell
63,304
-758
-1% -$136K 1.6% 13
2023
Q3 		$11.4M Buy
64,062
+878
+1% +$165K 1.69% 13
2023
Q2 		$11.8M Buy
63,184
+6,571
+12% +$1.17M 1.71% 13
2023
Q1 		$9.76M Buy
56,613
+973
+2% +$179K 1.6% 13
2022
Q4 		$9.7M Sell
55,640
-970
-2% -$173K 2.06% 11
2022
Q3 		$9.34M Sell
56,610
-8
-0% -$1.46K 2.17% 11
2022
Q2 		$9.59M Sell
56,618
-5,069
-8% -$934K 2.14% 11
2022
Q1 		$12.7M Sell
61,687
-419
-0.7% -$85.5K 2.41% 10
2021
Q4 		$13.8M Buy
62,106
+1,375
+2% +$311K 2.4% 11
2021
Q3 		$13.3M Buy
+60,731
New +$13.5M 2.53% 10
2021
Q1 		$13.5M Buy
60,904
+803
+1% +$175K 2.7% 10
2020
Q4 		$11.8M Sell
60,101
-4,240
-7% -$742K 2.5% 11
2020
Q3 		$9.64M Sell
64,341
-2,152
-3% -$324K 2.33% 10
2020
Q2 		$9.52M Sell
66,493
-1,804
-3% -$237K 2.39% 10
2020
Q1 		$7.82M Buy
68,297
+30,255
+80% +$4.51M 2.27% 10
2019
Q4 		$6.3M Buy
38,042
+1,407
+4% +$222K 1.49% 14
2019
Q3 		$5.54M Buy
36,635
+702
+2% +$107K 1.52% 14
2019
Q2 		$5.59M Buy
35,933
+135
+0.4% +$20.8K 1.64% 14
2019
Q1 		$5.48M Buy
35,798
+66
+0.2% +$9.92K 1.79% 13
2018
Q4 		$4.78M Buy
35,732
+9,288
+35% +$1.39M 1.82% 11
2018
Q3 		$7.83K Buy
26,444
+2
+0% +$338 0.17% 19
2018
Q2 		$4.33K Sell
26,442
-286
-1% -$45.8K 0.09% 39
2018
Q1 		$4.06K Sell
26,728
-2,670
-9% -$412K 0.32% 35
2017
Q4 		$4.48M Sell
29,398
-845
-3% -$127K 1.99% 11
2017
Q3 		$4.48M Sell
30,243
-8,974
-23% -$1.26M 2% 11
2017
Q2 		$5.53M Buy
39,217
+3,990
+11% +$552K 2.69% 10
2017
Q1 		$4.84M Buy
35,227
+5,164
+17% +$706K 2.46% 11
2016
Q4 		$4.05M Buy
30,063
+467
+2% +$59.7K 1.92% 11
2016
Q3 		$3.68M Buy
29,596
+1,609
+6% +$196K 1.93% 10
2016
Q2 		$3.22M Buy
+27,987
New +$3.16M 1.83% 10

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Strategic Wealth Partners Group's IWM Position: Q1 2024 in Review

Strategic Wealth Partners Group reduced its iShares Russell 2000 ETF (IWM) stake by 1.2% in Q1 2024, selling an estimated $157K and leaving 62,515 shares worth $13.1M. The position accounts for 1.45% of the portfolio, ranked #14.

Strategic Wealth Partners Group first reported a position in IWM in Q2 2016 and has held it in 31 quarters since. The position peaked at $13.8M in Q4 2021. 2,202 funds tracked by Wall St. Rank hold IWM as of Q1 2024.

  • Strategic Wealth Partners Group held 62,515 shares of iShares Russell 2000 ETF worth $13.1M as of Q1 2024.
  • Strategic Wealth Partners Group sold 789 iShares Russell 2000 ETF shares in Q1 2024, an estimated $157K.
  • iShares Russell 2000 ETF made up 1.45% of Strategic Wealth Partners Group's portfolio in Q1 2024, its #14 holding.
  • Strategic Wealth Partners Group first reported a position in iShares Russell 2000 ETF in Q2 2016 and has held it in 31 quarters since.
  • Strategic Wealth Partners Group's iShares Russell 2000 ETF position peaked at $13.8M in Q4 2021.
  • 2,202 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2024.

Based on Strategic Wealth Partners Group's 13F filing for Q1 2024, filed 30 Apr 2024.