Twele Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Twele Capital 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
2024 Q1	–	Sell	-41,606	Closed	-$8.35M	–	42
2023 Q4	$8.35M	Hold	41,606	–	–	1.34%	21
2023 Q3	$7.35M	Hold	41,606	–	–	1.26%	21
2023 Q2	$7.79M	Hold	41,606	–	–	1.26%	21
2023 Q1	$7.42M	Sell	41,606 -5,800	-12%	-$1.07M	1.21%	21
2022 Q4	$8.27M	Hold	47,406	–	–	1.36%	21
2022 Q3	$7.82M	Sell	47,406 -4,800	-9%	-$875K	1.35%	20
2022 Q2	$8.84M	Sell	52,206 -1,107	-2%	-$204K	1.39%	19
2022 Q1	$10.9M	Buy	53,313 +609	+1%	+$124K	1.48%	18
2021 Q4	$11.7M	Buy	52,704 +283	+0.5%	+$63.9K	1.48%	18
2021 Q3	$11.5M	Buy	52,421 +30,991	+145%	+$6.87M	1.51%	18
2021 Q2	$4.92M	Sell	21,430 -1,054	-5%	-$237K	0.76%	23
2021 Q1	$4.97M	Buy	+22,484	New	+$4.91M	0.8%	23

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Twele Capital Management's IWM Position: Q1 2024 in Review

Twele Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2024, closing a stake of 41,606 shares — an estimated $8.35M sold.

Twele Capital Management first reported a position in IWM in Q1 2021 and held it in 12 quarters. The position peaked at $11.7M in Q4 2021. 2,208 funds tracked by Wall St. Rank hold IWM as of Q1 2024.

Twele Capital Management reported no remaining iShares Russell 2000 ETF position as of Q1 2024 after selling out during the quarter.
Twele Capital Management sold 41,606 iShares Russell 2000 ETF shares in Q1 2024, an estimated $8.35M.
Twele Capital Management first reported a position in iShares Russell 2000 ETF in Q1 2021 and held it in 12 quarters.
Twele Capital Management's iShares Russell 2000 ETF position peaked at $11.7M in Q4 2021.
2,208 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2024.

Based on Twele Capital Management's 13F filing for Q1 2024, filed 15 Apr 2024.