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SYSTM Wealth Solutions’s iShares Russell 2000 ETF IWM Stock Holding History

SYSTM Wealth 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 		– Sell
-1,670
Closed -$335K – 1025
2023
Q4 		$335K Buy
+1,670
New +$299K 0.05% 319

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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

SYSTM Wealth Solutions's IWM Position: Q1 2024 in Review

SYSTM Wealth Solutions sold out of iShares Russell 2000 ETF (IWM) in Q1 2024, closing a stake of 1,670 shares — an estimated $335K sold.

SYSTM Wealth Solutions first reported a position in IWM in Q4 2023 and held it in 1 quarter. The position peaked at $335K in Q4 2023. 2,202 funds tracked by Wall St. Rank hold IWM as of Q1 2024.

  • SYSTM Wealth Solutions reported no remaining iShares Russell 2000 ETF position as of Q1 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 1,670 iShares Russell 2000 ETF shares in Q1 2024, an estimated $335K.
  • SYSTM Wealth Solutions first reported a position in iShares Russell 2000 ETF in Q4 2023 and held it in 1 quarter.
  • SYSTM Wealth Solutions's iShares Russell 2000 ETF position peaked at $335K in Q4 2023.
  • 2,202 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.