American Research & Management Company’s iShares Russell 2000 ETF IWM Stock Holding History

American Research & Management Company’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 Q3	–	Sell	-11	Closed	-$2K	–	436
2022 Q2	$2K	Hold	11	–	–	﹤0.01%	368
2022 Q1	$2K	Sell	11 -9	-45%	-$1.84K	﹤0.01%	378
2021 Q4	$4K	Buy	20 +9	+82%	+$2.03K	﹤0.01%	346
2021 Q3	$2K	Buy	+11	New	+$2.44K	﹤0.01%	355

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

American Research & Management Company's IWM Position: Q3 2022 in Review

American Research & Management Company sold out of iShares Russell 2000 ETF (IWM) in Q3 2022, closing a stake of 11 shares — an estimated $2K sold.

American Research & Management Company first reported a position in IWM in Q3 2021 and held it in 4 quarters. The position peaked at $4K in Q4 2021. 1,856 funds tracked by Wall St. Rank hold IWM as of Q3 2022.

American Research & Management Company reported no remaining iShares Russell 2000 ETF position as of Q3 2022 after selling out during the quarter.
American Research & Management Company sold 11 iShares Russell 2000 ETF shares in Q3 2022, an estimated $2K.
American Research & Management Company first reported a position in iShares Russell 2000 ETF in Q3 2021 and held it in 4 quarters.
American Research & Management Company's iShares Russell 2000 ETF position peaked at $4K in Q4 2021.
1,856 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2022.

Based on American Research & Management Company's 13F filing for Q3 2022, filed 7 Oct 2022.