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StrategIQ Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

StrategIQ Financial 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
2023
Q4 		$13.7M Buy
68,496
+7,735
+13% +$1.39M 1.55% 15
2023
Q3 		$10.7M Buy
60,761
+3,006
+5% +$564K 1.24% 21
2023
Q2 		$10.8M Buy
57,755
+1,670
+3% +$298K 1.23% 23
2023
Q1 		$10M Buy
56,085
+2,906
+5% +$535K 1.15% 26
2022
Q4 		$9.27M Buy
53,179
+5,468
+11% +$972K 1.07% 26
2022
Q3 		$7.87M Buy
47,711
+11,536
+32% +$2.1M 1% 25
2022
Q2 		$6.13M Buy
36,175
+4,028
+13% +$743K 0.74% 34
2022
Q1 		$6.6M Buy
32,147
+1,214
+4% +$248K 0.72% 35
2021
Q4 		$6.88M Buy
30,933
+26,813
+651% +$6.06M 0.69% 35
2021
Q3 		$901K Buy
4,120
+310
+8% +$68.7K 0.18% 106
2021
Q2 		$874K Buy
3,810
+162
+4% +$36.4K 0.17% 111
2021
Q1 		$806K Buy
3,648
+1,235
+51% +$270K 0.17% 110
2020
Q4 		$473K Buy
2,413
+209
+9% +$36.6K 0.11% 143
2020
Q3 		$330K Sell
2,204
-186
-8% -$28K 0.08% 154
2020
Q2 		$342K Sell
2,390
-1,005
-30% -$132K 0.09% 148
2020
Q1 		$389K Sell
3,395
-48
-1% -$7.16K 0.12% 134
2019
Q4 		$570K Sell
3,443
-505
-13% -$79.8K 0.15% 129
2019
Q3 		$598K Sell
3,948
-96
-2% -$14.7K 0.17% 120
2019
Q2 		$629K Buy
4,044
+1,232
+44% +$190K 0.18% 114
2019
Q1 		$430K Sell
2,812
-173
-6% -$26K 0.13% 133
2018
Q4 		$400K Buy
2,985
+562
+23% +$83.9K 0.14% 134
2018
Q3 		$408K Buy
+2,423
New +$409K 0.13% 127

Other funds holding IWM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

StrategIQ Financial Group's IWM Position: Q4 2023 in Review

StrategIQ Financial Group increased its iShares Russell 2000 ETF (IWM) stake by 13% in Q4 2023, buying an estimated $1.39M and bringing the position to 68,496 shares worth $13.7M. The position accounts for 1.55% of the portfolio, ranked #15.

StrategIQ Financial Group first reported a position in IWM in Q3 2018 and has held it in 22 quarters since. 2,211 funds tracked by Wall St. Rank hold IWM as of Q4 2023.

  • StrategIQ Financial Group held 68,496 shares of iShares Russell 2000 ETF worth $13.7M as of Q4 2023.
  • StrategIQ Financial Group bought 7,735 iShares Russell 2000 ETF shares in Q4 2023, an estimated $1.39M.
  • iShares Russell 2000 ETF made up 1.55% of StrategIQ Financial Group's portfolio in Q4 2023, its #15 holding.
  • StrategIQ Financial Group first reported a position in iShares Russell 2000 ETF in Q3 2018 and has held it in 22 quarters since.
  • 2,211 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.