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Wellington Wealth Strategies’s iShares Russell 2000 ETF IWM Stock Holding History

Wellington Wealth Strategies’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
Q2 		– Sell
-2,117
Closed -$445K – 116
2024
Q1 		$445K Buy
+2,117
New +$422K 0.21% 93

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Wellington Wealth Strategies's IWM Position: Q2 2024 in Review

Wellington Wealth Strategies sold out of iShares Russell 2000 ETF (IWM) in Q2 2024, closing a stake of 2,117 shares — an estimated $445K sold.

Wellington Wealth Strategies first reported a position in IWM in Q1 2024 and held it in 1 quarter. The position peaked at $445K in Q1 2024. 2,162 funds tracked by Wall St. Rank hold IWM as of Q2 2024.

  • Wellington Wealth Strategies reported no remaining iShares Russell 2000 ETF position as of Q2 2024 after selling out during the quarter.
  • Wellington Wealth Strategies sold 2,117 iShares Russell 2000 ETF shares in Q2 2024, an estimated $445K.
  • Wellington Wealth Strategies first reported a position in iShares Russell 2000 ETF in Q1 2024 and held it in 1 quarter.
  • Wellington Wealth Strategies's iShares Russell 2000 ETF position peaked at $445K in Q1 2024.
  • 2,162 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2024.

Based on Wellington Wealth Strategies's 13F filing for Q2 2024, filed 15 Aug 2024.