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

Aldebaran 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
2022
Q1 		– Sell
-5,691
Closed -$1.27M – 91
2021
Q4 		$1.27M Buy
5,691
+96
+2% +$21.7K 0.93% 31
2021
Q3 		$1.22M Buy
5,595
+200
+4% +$44.3K 0.99% 29
2021
Q2 		$1.25M Sell
5,395
-430
-7% -$96.7K 1.02% 31
2021
Q1 		$1.29M Buy
5,825
+946
+19% +$207K 1.14% 28
2020
Q4 		$957K Buy
4,879
+176
+4% +$30.8K 0.89% 38
2020
Q3 		$704K Sell
4,703
-756
-14% -$114K 0.73% 41
2020
Q2 		$782K Sell
5,459
-1,057
-16% -$139K 0.92% 38
2020
Q1 		$746K Sell
6,516
-3,197
-33% -$477K 0.73% 53
2019
Q4 		$1.61M Sell
9,713
-559
-5% -$88.3K 1.22% 30
2019
Q3 		$1.52M Buy
10,272
+1,155
+13% +$176K 1.02% 37
2019
Q2 		$1.42M Sell
9,117
-192
-2% -$29.6K 0.98% 37
2019
Q1 		$1.43M Sell
9,309
-6,919
-43% -$1.04M 1% 37
2018
Q4 		$2.17M Buy
16,228
+351
+2% +$52.4K 1.65% 18
2018
Q3 		$2.68M Buy
15,877
+2,776
+21% +$469K 1.74% 17
2018
Q2 		$2.15M Buy
13,101
+1,663
+15% +$266K 1.47% 22
2018
Q1 		$1.74M Sell
11,438
-905
-7% -$140K 1.16% 35
2017
Q4 		$1.88M Buy
12,343
+1,732
+16% +$260K 1.25% 34
2017
Q3 		$1.57M Buy
10,611
+284
+3% +$40K 1.08% 36
2017
Q2 		$1.46M Sell
10,327
-602
-6% -$83.3K 1.06% 36
2017
Q1 		$1.5M Buy
10,929
+2,277
+26% +$311K 1.14% 33
2016
Q4 		$1.17M Buy
8,652
+763
+10% +$97.5K 0.92% 41
2016
Q3 		$980K Buy
7,889
+372
+5% +$45.2K 0.78% 48
2016
Q2 		$878K Buy
+7,517
New +$848K 0.71% 52

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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Aldebaran Financial's IWM Position: Q1 2022 in Review

Aldebaran Financial sold out of iShares Russell 2000 ETF (IWM) in Q1 2022, closing a stake of 5,691 shares — an estimated $1.27M sold.

Aldebaran Financial first reported a position in IWM in Q2 2016 and held it in 23 quarters. The position peaked at $2.68M in Q3 2018. 1,939 funds tracked by Wall St. Rank hold IWM as of Q1 2022.

  • Aldebaran Financial reported no remaining iShares Russell 2000 ETF position as of Q1 2022 after selling out during the quarter.
  • Aldebaran Financial sold 5,691 iShares Russell 2000 ETF shares in Q1 2022, an estimated $1.27M.
  • Aldebaran Financial first reported a position in iShares Russell 2000 ETF in Q2 2016 and held it in 23 quarters.
  • Aldebaran Financial's iShares Russell 2000 ETF position peaked at $2.68M in Q3 2018.
  • 1,939 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2022.

Based on Aldebaran Financial's 13F filing for Q1 2022, filed 18 Apr 2022.