VF
IWM icon

VitalStone Financial’s iShares Russell 2000 ETF IWM Stock Holding History

VitalStone Financial’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 		$48K Buy
217
+3
+1% +$642 0.03% 173
2024
Q2 		$43.4K Buy
214
+6
+3% +$1.21K 0.03% 176
2024
Q1 		$44K Buy
208
+30
+17% +$5.99K 0.03% 178
2023
Q4 		$36K Buy
178
+97
+120% +$17.4K 0.03% 181
2023
Q3 		$14K Sell
81
-143
-64% -$26.8K 0.01% 222
2023
Q2 		$39K Buy
+224
New +$39.9K 0.02% 396
2023
Q1 		– Sell
-42
Closed -$7K – 434
2022
Q4 		$7K Buy
+42
New +$7.47K ﹤0.01% 383

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

VitalStone Financial's IWM Position: Q3 2024 in Review

VitalStone Financial increased its iShares Russell 2000 ETF (IWM) stake by 1.4% in Q3 2024, buying an estimated $642 and bringing the position to 217 shares worth $48K. The position accounts for 0.03% of the portfolio, ranked #173.

VitalStone Financial first reported a position in IWM in Q4 2022 and has held it in 7 quarters since. 2,247 funds tracked by Wall St. Rank hold IWM as of Q3 2024.

  • VitalStone Financial held 217 shares of iShares Russell 2000 ETF worth $48K as of Q3 2024.
  • VitalStone Financial bought 3 iShares Russell 2000 ETF shares in Q3 2024, an estimated $642.
  • iShares Russell 2000 ETF made up 0.03% of VitalStone Financial's portfolio in Q3 2024, its #173 holding.
  • VitalStone Financial first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 7 quarters since.
  • 2,247 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.