Asset Management Corp’s iShares Russell 2000 ETF IWM Stock Holding History

Asset Management Corp’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 Q1	$517K	Sell	2,896 -493	-15%	-$90.8K	0.4%	60
2022 Q4	$591K	Sell	3,389 -344	-9%	-$61.2K	0.5%	55
2022 Q3	$616K	Buy	3,733 +12	+0.3%	+$2.19K	0.37%	57
2022 Q2	$630K	Sell	3,721 -493	-12%	-$90.9K	0.41%	62
2022 Q1	$865K	Sell	4,214 -515	-11%	-$105K	0.43%	53
2021 Q4	$1.05M	Buy	+4,729	New	+$1.07M	0.52%	49
2021 Q1	–	Sell	-2,385	Closed	-$521K	–	197
2020 Q4	$503K	Sell	2,385 -1,158	-33%	-$203K	0.28%	90
2020 Q3	$531K	Sell	3,543 -1,397	-28%	-$210K	0.32%	72
2020 Q2	$707K	Sell	4,940 -510	-9%	-$66.9K	0.45%	43
2020 Q1	$624K	Sell	5,450 -1,343	-20%	-$200K	0.56%	44
2019 Q4	$1.13M	Buy	+6,793	New	+$1.07M	0.79%	31

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Asset Management Corp's IWM Position: Q1 2023 in Review

Asset Management Corp reduced its iShares Russell 2000 ETF (IWM) stake by 15% in Q1 2023, selling an estimated $90.8K and leaving 2,896 shares worth $517K. The position accounts for 0.4% of the portfolio, ranked #60.

Asset Management Corp first reported a position in IWM in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.13M in Q4 2019. 1,904 funds tracked by Wall St. Rank hold IWM as of Q1 2023.

Asset Management Corp held 2,896 shares of iShares Russell 2000 ETF worth $517K as of Q1 2023.
Asset Management Corp sold 493 iShares Russell 2000 ETF shares in Q1 2023, an estimated $90.8K.
iShares Russell 2000 ETF made up 0.4% of Asset Management Corp's portfolio in Q1 2023, its #60 holding.
Asset Management Corp first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 11 quarters since.
Asset Management Corp's iShares Russell 2000 ETF position peaked at $1.13M in Q4 2019.
1,904 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2023.

Based on Asset Management Corp's 13F filing for Q1 2023, filed 14 Apr 2023.