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Arlington Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Arlington Partners’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
2023
Q4 		– Sell
-2,608
Closed -$461K – 310
2023
Q3 		$461K Buy
+2,608
New +$490K 0.19% 61
2023
Q1 		– Sell
-18
Closed -$3.14K – 584
2022
Q4 		$3.14K Sell
18
-65
-78% -$11.6K ﹤0.01% 396
2022
Q3 		$14K Sell
83
-164
-66% -$29.9K 0.01% 288
2022
Q2 		$42K Sell
247
-1,455
-85% -$268K 0.01% 258
2022
Q1 		$349K Hold
1,702
– – 0.1% 85
2021
Q4 		$379K Buy
1,702
+237
+16% +$53.6K 0.1% 81
2021
Q3 		$320K Buy
1,465
+1,400
+2,154% +$310K 0.09% 79
2021
Q2 		$15K Hold
65
– – 0.01% 254
2021
Q1 		$14K Buy
65
+11
+20% +$2.4K 0.01% 316
2020
Q4 		$11K Sell
54
-2,719
-98% -$476K 0.01% 182
2020
Q3 		$415K Buy
2,773
+1,292
+87% +$194K 0.23% 51
2020
Q2 		$212K Sell
1,481
-168
-10% -$22K 0.12% 62
2020
Q1 		$189K Sell
1,649
-10,672
-87% -$1.59M 0.1% 75
2019
Q4 		$2.04M Sell
12,321
-1,853
-13% -$293K 1.25% 11
2019
Q3 		$2.15M Buy
14,174
+2,952
+26% +$451K 1.36% 11
2019
Q2 		$1.75M Sell
11,222
-3,308
-23% -$510K 0.78% 34
2019
Q1 		$2.22M Buy
14,530
+271
+2% +$40.7K 1.59% 10
2018
Q4 		$1.91M Buy
14,259
+14,244
+94,960% +$2.13M 1.24% 15
2018
Q3 		$3K Hold
15
– – ﹤0.01% 207
2018
Q2 		$2K Buy
+15
New +$2.4K ﹤0.01% 132

Other funds holding IWM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Arlington Partners's IWM Position: Q4 2023 in Review

Arlington Partners sold out of iShares Russell 2000 ETF (IWM) in Q4 2023, closing a stake of 2,608 shares — an estimated $461K sold.

Arlington Partners first reported a position in IWM in Q2 2018 and held it in 20 quarters. The position peaked at $2.22M in Q1 2019. 2,211 funds tracked by Wall St. Rank hold IWM as of Q4 2023.

  • Arlington Partners reported no remaining iShares Russell 2000 ETF position as of Q4 2023 after selling out during the quarter.
  • Arlington Partners sold 2,608 iShares Russell 2000 ETF shares in Q4 2023, an estimated $461K.
  • Arlington Partners first reported a position in iShares Russell 2000 ETF in Q2 2018 and held it in 20 quarters.
  • Arlington Partners's iShares Russell 2000 ETF position peaked at $2.22M in Q1 2019.
  • 2,211 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2023.

Based on Arlington Partners's 13F filing for Q4 2023, filed 24 Jan 2024.