Altavista Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Altavista Wealth 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
2021 Q4	$243K	Hold	1,094	–	–	0.05%	179
2021 Q3	$239K	Hold	1,094	–	–	0.05%	172
2021 Q2	$251K	Buy	+1,094	New	+$246K	0.05%	170
2014 Q3	–	Sell	-1,810	Closed	-$215K	–	115
2014 Q2	$215K	Hold	1,810	–	–	0.13%	114
2014 Q1	$211K	Hold	1,810	–	–	0.13%	115
2013 Q4	$209K	Buy	+1,810	New	+$200K	0.13%	115

Other funds holding IWM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Altavista Wealth Management's IWM Position: Q4 2021 in Review

Altavista Wealth Management held its iShares Russell 2000 ETF (IWM) position steady in Q4 2021 at 1,094 shares worth $243K. The position accounts for 0.05% of the portfolio, ranked #179.

Altavista Wealth Management first reported a position in IWM in Q4 2013 and has held it in 6 quarters since. The position peaked at $251K in Q2 2021. 2,035 funds tracked by Wall St. Rank hold IWM as of Q4 2021.

Altavista Wealth Management held 1,094 shares of iShares Russell 2000 ETF worth $243K as of Q4 2021.
Altavista Wealth Management left its iShares Russell 2000 ETF share count unchanged in Q4 2021.
iShares Russell 2000 ETF made up 0.05% of Altavista Wealth Management's portfolio in Q4 2021, its #179 holding.
Altavista Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 6 quarters since.
Altavista Wealth Management's iShares Russell 2000 ETF position peaked at $251K in Q2 2021.
2,035 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.