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

TwinBeech 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
2024
Q3 		– Sell
-2,896
Closed -$588K – 774
2024
Q2 		$588K Buy
+2,896
New +$585K 0.01% 439
2023
Q3 		– Sell
-3,456
Closed -$647K – 765
2023
Q2 		$647K Buy
+3,456
New +$616K 0.01% 493
2022
Q4 		– Sell
-2,135
Closed -$352K – 804
2022
Q3 		$352K Buy
+2,135
New +$389K 0.01% 552
2020
Q2 		– Sell
-18,118
Closed -$2.07M – 431
2020
Q1 		$2.07M Buy
+18,118
New +$2.7M 0.83% 36

Other funds holding IWM

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

TwinBeech Capital's IWM Position: Q3 2024 in Review

TwinBeech Capital sold out of iShares Russell 2000 ETF (IWM) in Q3 2024, closing a stake of 2,896 shares — an estimated $588K sold.

TwinBeech Capital first reported a position in IWM in Q1 2020 and held it in 4 quarters. The position peaked at $2.07M in Q1 2020. 2,247 funds tracked by Wall St. Rank hold IWM as of Q3 2024.

  • TwinBeech Capital reported no remaining iShares Russell 2000 ETF position as of Q3 2024 after selling out during the quarter.
  • TwinBeech Capital sold 2,896 iShares Russell 2000 ETF shares in Q3 2024, an estimated $588K.
  • TwinBeech Capital first reported a position in iShares Russell 2000 ETF in Q1 2020 and held it in 4 quarters.
  • TwinBeech Capital's iShares Russell 2000 ETF position peaked at $2.07M in Q1 2020.
  • 2,247 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2024.

Based on TwinBeech Capital's 13F filing for Q3 2024, filed 14 Nov 2024.