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Van Leeuwen & Company’s iShares Russell 2000 ETF IWM Stock Holding History

Van Leeuwen & Company’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 		$501K Buy
2,383
+460
+24% +$91.8K 0.25% 68
2023
Q4 		$386K Sell
1,923
-20,637
-91% -$3.7M 0.22% 71
2023
Q3 		$3.99M Sell
22,560
-6,379
-22% -$1.2M 2.48% 12
2023
Q2 		$5.43M Sell
28,939
-1,801
-6% -$321K 3.41% 8
2023
Q1 		$5.48M Sell
30,740
-6,477
-17% -$1.19M 3.68% 7
2022
Q4 		$6.49M Sell
37,217
-3,123
-8% -$555K 4.49% 2
2022
Q3 		$6.65M Buy
40,340
+39,038
+2,998% +$7.12M 5.3% 3
2022
Q2 		$221K Buy
+1,302
New +$240K 0.19% 51
2022
Q1 		– Sell
-35,969
Closed -$8M – 72
2021
Q4 		$8M Buy
35,969
+932
+3% +$211K 4.49% 6
2021
Q3 		$766K Buy
35,037
+27,557
+368% +$6.11M 0.47% 47
2021
Q2 		$1.73M Buy
7,480
+241
+3% +$54.2K 1.03% 32
2021
Q1 		$1.6M Buy
7,239
+186
+3% +$40.6K 1.05% 28
2020
Q4 		$1.38M Buy
+7,053
New +$1.23M 0.93% 34
2020
Q1 		– Sell
-2,220
Closed -$368K – 79
2019
Q4 		$368K Sell
2,220
-156
-7% -$24.7K 0.31% 61
2019
Q3 		$360K Sell
2,376
-1,129
-32% -$172K 0.34% 57
2019
Q2 		$545K Sell
3,505
-857
-20% -$132K 0.49% 56
2019
Q1 		$668K Sell
4,362
-18,133
-81% -$2.72M 0.63% 53
2018
Q4 		$3.01M Buy
22,495
+17,895
+389% +$2.67M 3.01% 7
2018
Q3 		$775K Buy
+4,600
New +$777K 0.71% 48

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Van Leeuwen & Company's IWM Position: Q1 2024 in Review

Van Leeuwen & Company increased its iShares Russell 2000 ETF (IWM) stake by 24% in Q1 2024, buying an estimated $91.8K and bringing the position to 2,383 shares worth $501K. The position accounts for 0.25% of the portfolio, ranked #68.

Van Leeuwen & Company first reported a position in IWM in Q3 2018 and has held it in 19 quarters since. The position peaked at $8M in Q4 2021. 2,202 funds tracked by Wall St. Rank hold IWM as of Q1 2024.

  • Van Leeuwen & Company held 2,383 shares of iShares Russell 2000 ETF worth $501K as of Q1 2024.
  • Van Leeuwen & Company bought 460 iShares Russell 2000 ETF shares in Q1 2024, an estimated $91.8K.
  • iShares Russell 2000 ETF made up 0.25% of Van Leeuwen & Company's portfolio in Q1 2024, its #68 holding.
  • Van Leeuwen & Company first reported a position in iShares Russell 2000 ETF in Q3 2018 and has held it in 19 quarters since.
  • Van Leeuwen & Company's iShares Russell 2000 ETF position peaked at $8M in Q4 2021.
  • 2,202 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2024.

Based on Van Leeuwen & Company's 13F filing for Q1 2024, filed 10 May 2024.