Traverso Chambers Private Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Traverso Chambers Private Wealth 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
2023 Q4	$10.8M	Buy	54,045 +928	+2%	+$166K	2.63%	11
2023 Q3	$9.39M	Buy	53,117 +710	+1%	+$133K	2.51%	10
2023 Q2	$9.81M	Sell	52,407 -7,529	-13%	-$1.34M	2.58%	11
2023 Q1	$10.7M	Buy	59,936 +761	+1%	+$140K	2.93%	12
2022 Q4	$10.3M	Sell	59,175 -464	-0.8%	-$82.5K	2.97%	11
2022 Q3	$9.84M	Sell	59,639 -131	-0.2%	-$23.9K	3.01%	12
2022 Q2	$10.1M	Buy	59,770 +2,426	+4%	+$447K	3.38%	8
2022 Q1	$11.8M	Buy	57,344 +1,695	+3%	+$346K	3.51%	7
2021 Q4	$12.4M	Buy	55,649 +1,382	+3%	+$312K	3.67%	8
2021 Q3	$11.9M	Buy	54,267 +964	+2%	+$214K	3.7%	8
2021 Q2	$12.2M	Buy	53,303 +865	+2%	+$194K	3.85%	8
2021 Q1	$11.6M	Sell	52,438 -373	-0.7%	-$81.4K	3.91%	7
2020 Q4	$10.4M	Sell	52,811 -656	-1%	-$115K	3.72%	9
2020 Q3	$8.01M	Sell	53,467 -1,396	-3%	-$210K	3.1%	10
2020 Q2	$7.86M	Sell	54,863 -173	-0.3%	-$22.7K	3.29%	10
2020 Q1	$6.3M	Buy	55,036 +46,481	+543%	+$6.93M	2.97%	10
2019 Q4	$1.42M	Buy	8,555 +2	+0%	+$316	0.6%	27
2019 Q3	$1.29M	Sell	8,553 -907	-10%	-$138K	0.62%	27
2019 Q2	$1.47M	Buy	9,460 +2	+0%	+$308	0.72%	25
2019 Q1	$1.45M	Buy	9,458 +12	+0.1%	+$1.8K	0.71%	23
2018 Q4	$1.26M	Buy	+9,446	New	+$1.41M	0.68%	24

Other funds holding IWM

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Traverso Chambers Private Wealth Management's IWM Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 1.7% in Q4 2023, buying an estimated $166K and bringing the position to 54,045 shares worth $10.8M. The position accounts for 2.63% of the portfolio, ranked #11.

Traverso Chambers Private Wealth Management first reported a position in IWM in Q4 2018 and has held it in 21 quarters since. The position peaked at $12.4M in Q4 2021. 2,211 funds tracked by Wall St. Rank hold IWM as of Q4 2023.

Traverso Chambers Private Wealth Management held 54,045 shares of iShares Russell 2000 ETF worth $10.8M as of Q4 2023.
Traverso Chambers Private Wealth Management bought 928 iShares Russell 2000 ETF shares in Q4 2023, an estimated $166K.
iShares Russell 2000 ETF made up 2.63% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #11 holding.
Traverso Chambers Private Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 21 quarters since.
Traverso Chambers Private Wealth Management's iShares Russell 2000 ETF position peaked at $12.4M in Q4 2021.
2,211 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.