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SWMG LLC’s iShares Russell 2000 ETF IWM Stock Holding History

SWMG LLC’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
-2,650
Closed -$538K – 125
2024
Q2 		$538K Sell
2,650
-99,743
-97% -$20.2M 0.24% 55
2024
Q1 		$21.5M Sell
102,393
-5,074
-5% -$1.01M 9.69% 2
2023
Q4 		$21.6M Buy
107,467
+3,358
+3% +$602K 10.28% 2
2023
Q3 		$18.4M Buy
+104,109
New +$19.5M 9.66% 2
2022
Q1 		– Sell
-5,057
Closed -$1.13M – 67
2021
Q4 		$1.13M Sell
5,057
-77,837
-94% -$17.6M 0.6% 30
2021
Q3 		$18.1M Buy
+82,894
New +$18.4M 10.52% 3

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

SWMG LLC's IWM Position: Q3 2024 in Review

SWMG LLC sold out of iShares Russell 2000 ETF (IWM) in Q3 2024, closing a stake of 2,650 shares — an estimated $538K sold.

SWMG LLC first reported a position in IWM in Q3 2021 and held it in 6 quarters. The position peaked at $21.6M in Q4 2023. 2,247 funds tracked by Wall St. Rank hold IWM as of Q3 2024.

  • SWMG LLC reported no remaining iShares Russell 2000 ETF position as of Q3 2024 after selling out during the quarter.
  • SWMG LLC sold 2,650 iShares Russell 2000 ETF shares in Q3 2024, an estimated $538K.
  • SWMG LLC first reported a position in iShares Russell 2000 ETF in Q3 2021 and held it in 6 quarters.
  • SWMG LLC's iShares Russell 2000 ETF position peaked at $21.6M in Q4 2023.
  • 2,247 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2024.

Based on SWMG LLC's 13F filing for Q3 2024, filed 14 Nov 2024.