Desjardins Global Asset Management Inc. IWM β€” ISHARES RUSSELL 2000

Ownership history in Desjardins Global Asset Management Inc.  Β·  1 quarter on record

AI Ownership Summary

Desjardins Global Asset Management Inc. reported ISHARES RUSSELL 2000 (IWM) in 1 quarterly 13F filing from 2023 Q4 through 2023 Q4. Peak portfolio weight reached 4.83% in 2023 Q4. The latest visible filing shows IWM at 4.83% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IWM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Desjardins Global Asset Management Inc.'s position in ISHARES RUSSELL 2000, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2023 Q4

IWM was reported at 4.83% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.83% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2023 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Desjardins Global Asset Management Inc. held IWM β€” position size vs. price
% of Fund (quarterly)    IWM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2023 Q4 INITIATED β€” β€” β€” 223,700 β€” β€” 4.83% $44.9M 2024-02-14 (Est.) $193.82

FAQ About Desjardins Global Asset Management Inc. and IWM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Desjardins Global Asset Management Inc. reported owning IWM?

Desjardins Global Asset Management Inc. reported IWM across 1 quarterly 13F filings, from 2023 Q4 through 2023 Q4.

What was the largest reported IWM position in Desjardins Global Asset Management Inc.'s portfolio?

The largest reported portfolio weight for IWM was 4.83% in 2023 Q4.

What is the latest reported IWM position on this page?

The most recent filing on this page is 2023 Q4, when Desjardins Global Asset Management Inc. reported 223,700 shares, equal to 4.83% of portfolio, with an estimated market value of $44.9M.

What does the chart on this IWM ownership page compare?

The chart compares Desjardins Global Asset Management Inc.'s quarterly IWM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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