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Alhambra Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Alhambra Investment Management’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
Q1 		– Sell
-1,448
Closed -$291K – 170
2023
Q4 		$291K Buy
+1,448
New +$259K 0.17% 127
2022
Q4 		– Sell
-2,249
Closed -$371K – 147
2022
Q3 		$371K Sell
2,249
-52
-2% -$9.48K 0.28% 97
2022
Q2 		$390K Sell
2,301
-713
-24% -$131K 0.28% 101
2022
Q1 		$619K Sell
3,014
-5,291
-64% -$1.08M 0.41% 71
2021
Q4 		$1.85M Buy
8,305
+676
+9% +$153K 1.29% 12
2021
Q3 		$1.67M Buy
7,629
+1,240
+19% +$275K 1.28% 13
2021
Q2 		$1.47M Sell
6,389
-4,979
-44% -$1.12M 1.1% 18
2021
Q1 		$2.51M Sell
11,368
-3,421
-23% -$747K 2.03% 9
2020
Q4 		$2.9M Sell
14,789
-58
-0.4% -$10.1K 3.09% 6
2020
Q3 		$2.22M Buy
14,847
+12,382
+502% +$1.86M 2.67% 6
2020
Q2 		$353K Buy
+2,465
New +$323K 0.46% 63
2020
Q1 		– Sell
-8,342
Closed -$1.38M – 101
2019
Q4 		$1.38M Buy
+8,342
New +$1.32M 1.59% 13

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

Alhambra Investment Management's IWM Position: Q1 2024 in Review

Alhambra Investment Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2024, closing a stake of 1,448 shares — an estimated $291K sold.

Alhambra Investment Management first reported a position in IWM in Q4 2019 and held it in 12 quarters. The position peaked at $2.9M in Q4 2020. 2,207 funds tracked by Wall St. Rank hold IWM as of Q1 2024.

  • Alhambra Investment Management reported no remaining iShares Russell 2000 ETF position as of Q1 2024 after selling out during the quarter.
  • Alhambra Investment Management sold 1,448 iShares Russell 2000 ETF shares in Q1 2024, an estimated $291K.
  • Alhambra Investment Management first reported a position in iShares Russell 2000 ETF in Q4 2019 and held it in 12 quarters.
  • Alhambra Investment Management's iShares Russell 2000 ETF position peaked at $2.9M in Q4 2020.
  • 2,207 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2024.

Based on Alhambra Investment Management's 13F filing for Q1 2024, filed 15 Apr 2024.