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Studio Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Studio Investment Management’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 		– Sell
-4
Closed -$812 – 305
2024
Q2 		$812 Buy
+4
New +$808 ﹤0.01% 276

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Studio Investment Management's IWM Position: Q3 2024 in Review

Studio Investment Management sold out of iShares Russell 2000 ETF (IWM) in Q3 2024, closing a stake of 4 shares — an estimated $812 sold.

Studio Investment Management first reported a position in IWM in Q2 2024 and held it in 1 quarter. The position peaked at $812 in Q2 2024. 2,253 funds tracked by Wall St. Rank hold IWM as of Q3 2024.

  • Studio Investment Management reported no remaining iShares Russell 2000 ETF position as of Q3 2024 after selling out during the quarter.
  • Studio Investment Management sold 4 iShares Russell 2000 ETF shares in Q3 2024, an estimated $812.
  • Studio Investment Management first reported a position in iShares Russell 2000 ETF in Q2 2024 and held it in 1 quarter.
  • Studio Investment Management's iShares Russell 2000 ETF position peaked at $812 in Q2 2024.
  • 2,253 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2024.

Based on Studio Investment Management's 13F filing for Q3 2024, filed 12 Nov 2024.