Altshuler Shaham’s iShares Russell 2000 ETF IWM Stock Holding History

Altshuler Shaham’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	-2,388	Closed	-$531K	–	580
2021 Q4	$531K	Buy	+2,388	New	+$540K	﹤0.01%	197
2021 Q3	–	Sell	-27	Closed	-$6K	–	592
2021 Q2	$6K	Buy	+27	New	+$6.07K	﹤0.01%	587
2021 Q1	–	Sell	-3,601	Closed	-$706K	–	501
2020 Q4	$706K	Buy	+3,601	New	+$630K	0.01%	86
2018 Q1	–	Sell	-30	Closed	-$28K	–	215
2017 Q4	$28K	Buy	+30	New	+$4.51K	﹤0.01%	103

Other funds holding IWM

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

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

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

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Altshuler Shaham's IWM Position: Q1 2022 in Review

Altshuler Shaham sold out of iShares Russell 2000 ETF (IWM) in Q1 2022, closing a stake of 2,388 shares — an estimated $531K sold.

Altshuler Shaham first reported a position in IWM in Q4 2017 and held it in 4 quarters. The position peaked at $706K in Q4 2020. 1,937 funds tracked by Wall St. Rank hold IWM as of Q1 2022.

Altshuler Shaham reported no remaining iShares Russell 2000 ETF position as of Q1 2022 after selling out during the quarter.
Altshuler Shaham sold 2,388 iShares Russell 2000 ETF shares in Q1 2022, an estimated $531K.
Altshuler Shaham first reported a position in iShares Russell 2000 ETF in Q4 2017 and held it in 4 quarters.
Altshuler Shaham's iShares Russell 2000 ETF position peaked at $706K in Q4 2020.
1,937 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2022.

Based on Altshuler Shaham's 13F filing for Q1 2022, filed 16 May 2022.