TNF’s iShares Russell 2000 ETF IWM Stock Holding History

TNF’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	$267K	Hold	1,216	–	–	0.1%	97
2024 Q2	$265K	Hold	1,216	–	–	0.1%	97
2024 Q1	$240K	Hold	1,216	–	–	0.1%	96
2023 Q4	$242K	Sell	1,216 -313	-20%	-$56.1K	0.1%	93
2023 Q3	$258K	Buy	1,529 +2	+0.1%	+$375	0.12%	76
2023 Q2	$286K	Hold	1,527	–	–	0.12%	75
2023 Q1	$268K	Sell	1,527 -698	-31%	-$129K	0.12%	80
2022 Q4	$432K	Buy	2,225 +267	+14%	+$47.5K	0.2%	57
2022 Q3	$328K	Buy	1,958 +13	+0.7%	+$2.37K	0.17%	68
2022 Q2	$349K	Buy	1,945 +443	+29%	+$81.7K	0.17%	72
2022 Q1	$289K	Buy	1,502 +13	+0.9%	+$2.65K	0.13%	97
2021 Q4	$319K	Hold	1,489	–	–	0.13%	100
2021 Q3	$326K	Buy	+1,489	New	+$330K	0.14%	96

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

TNF's IWM Position: Q3 2024 in Review

TNF held its iShares Russell 2000 ETF (IWM) position steady in Q3 2024 at 1,216 shares worth $267K. The position accounts for 0.1% of the portfolio, ranked #97.

TNF first reported a position in IWM in Q3 2021 and has held it in 13 quarters since. The position peaked at $432K in Q4 2022. 2,247 funds tracked by Wall St. Rank hold IWM as of Q3 2024.

TNF held 1,216 shares of iShares Russell 2000 ETF worth $267K as of Q3 2024.
TNF left its iShares Russell 2000 ETF share count unchanged in Q3 2024.
iShares Russell 2000 ETF made up 0.1% of TNF's portfolio in Q3 2024, its #97 holding.
TNF first reported a position in iShares Russell 2000 ETF in Q3 2021 and has held it in 13 quarters since.
TNF's iShares Russell 2000 ETF position peaked at $432K in Q4 2022.
2,247 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2024.

Based on TNF's 13F filing for Q3 2024, filed 25 Oct 2024.