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

Zega 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
Q2 		– Sell
-4,815
Closed -$1.01M – 120
2024
Q1 		$1.01M Buy
4,815
+3,618
+302% +$722K 0.35% 32
2023
Q4 		$240K Buy
+1,197
New +$214K 0.08% 93

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
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
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Zega Financial's IWM Position: Q2 2024 in Review

Zega Financial sold out of iShares Russell 2000 ETF (IWM) in Q2 2024, closing a stake of 4,815 shares — an estimated $1.01M sold.

Zega Financial first reported a position in IWM in Q4 2023 and held it in 2 quarters. The position peaked at $1.01M in Q1 2024. 2,156 funds tracked by Wall St. Rank hold IWM as of Q2 2024.

  • Zega Financial reported no remaining iShares Russell 2000 ETF position as of Q2 2024 after selling out during the quarter.
  • Zega Financial sold 4,815 iShares Russell 2000 ETF shares in Q2 2024, an estimated $1.01M.
  • Zega Financial first reported a position in iShares Russell 2000 ETF in Q4 2023 and held it in 2 quarters.
  • Zega Financial's iShares Russell 2000 ETF position peaked at $1.01M in Q1 2024.
  • 2,156 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2024.

Based on Zega Financial's 13F filing for Q2 2024, filed 12 Aug 2024.