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Telemus Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Telemus Capital’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
2022
Q1 		– Sell
-8,400
Closed -$1.65M – 365
2021
Q4 		$1.65M Buy
+8,400
New +$1.9M 0.13% 139

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

Telemus Capital's IWM Position: Q4 2023 in Review

Telemus Capital increased its iShares Russell 2000 ETF (IWM) stake by 32% in Q4 2023, buying an estimated $4.63M and bringing the position to 105,397 shares worth $21.2M. The position accounts for 1.75% of the portfolio, ranked #14.

Telemus Capital first reported a position in IWM in Q3 2013 and has held it in 36 quarters since. The position peaked at $47.2M in Q4 2021. 2,211 funds tracked by Wall St. Rank hold IWM as of Q4 2023.

  • Telemus Capital held 105,397 shares of iShares Russell 2000 ETF worth $21.2M as of Q4 2023.
  • Telemus Capital bought 25,821 iShares Russell 2000 ETF shares in Q4 2023, an estimated $4.63M.
  • iShares Russell 2000 ETF made up 1.75% of Telemus Capital's portfolio in Q4 2023, its #14 holding.
  • Telemus Capital first reported a position in iShares Russell 2000 ETF in Q3 2013 and has held it in 36 quarters since.
  • Telemus Capital's iShares Russell 2000 ETF position peaked at $47.2M in Q4 2021.
  • 2,211 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.