Alexandria Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
Sell
-300
Closed -$1K 637
2015
Q4
$1K Sell
300
-100
-25% -$11.5K ﹤0.01% 623
2015
Q3
$1K Buy
+400
New +$47.4K ﹤0.01% 569

Other funds holding IWM

Alexandria Capital's IWM Position: Q3 2021 in Review

Alexandria Capital reduced its iShares Russell 2000 ETF (IWM) stake by 2.5% in Q3 2021, selling an estimated $145K and leaving 25,799 shares worth $5.64M. The position accounts for 0.52% of the portfolio, ranked #70.

Alexandria Capital first reported a position in IWM in Q2 2013 and has held it in 34 quarters since. The position peaked at $6.07M in Q2 2021. 1,814 funds tracked by Wall St. Rank hold IWM as of Q3 2021.

  • Alexandria Capital held 25,799 shares of iShares Russell 2000 ETF worth $5.64M as of Q3 2021.
  • Alexandria Capital sold 652 iShares Russell 2000 ETF shares in Q3 2021, an estimated $145K.
  • iShares Russell 2000 ETF made up 0.52% of Alexandria Capital's portfolio in Q3 2021, its #70 holding.
  • Alexandria Capital first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 34 quarters since.
  • Alexandria Capital's iShares Russell 2000 ETF position peaked at $6.07M in Q2 2021.
  • 1,814 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2021.

Based on Alexandria Capital's 13F filing for Q3 2021, filed 2 Dec 2021.