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Athanor Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Athanor Capital’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 		– Sell
-277,134
Closed -$60.6M – 56
2021
Q3 		$60.6M Buy
+277,134
New +$61.4M 8.07% 1
2021
Q2 		– Sell
-318,144
Closed -$70.3M – 599
2021
Q1 		$70.3M Sell
318,144
-511,303
-62% -$112M 1.63% 14
2020
Q4 		$163M Buy
829,447
+529,447
+176% +$92.6M 3.7% 3
2020
Q3 		$44.9M Buy
300,000
+223,936
+294% +$33.7M 1.71% 10
2020
Q2 		$10.9M Buy
+76,064
New +$9.98M 0.55% 50
2020
Q1 		– Sell
-197,175
Closed -$32.7M – 247
2019
Q4 		$32.7M Buy
+197,175
New +$31.2M 1.49% 17

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Athanor Capital's IWM Position: Q4 2021 in Review

Athanor Capital sold out of iShares Russell 2000 ETF (IWM) in Q4 2021, closing a stake of 277,134 shares — an estimated $60.6M sold.

Athanor Capital first reported a position in IWM in Q4 2019 and held it in 6 quarters. The position peaked at $163M in Q4 2020. 2,035 funds tracked by Wall St. Rank hold IWM as of Q4 2021.

  • Athanor Capital reported no remaining iShares Russell 2000 ETF position as of Q4 2021 after selling out during the quarter.
  • Athanor Capital sold 277,134 iShares Russell 2000 ETF shares in Q4 2021, an estimated $60.6M.
  • Athanor Capital first reported a position in iShares Russell 2000 ETF in Q4 2019 and held it in 6 quarters.
  • Athanor Capital's iShares Russell 2000 ETF position peaked at $163M in Q4 2020.
  • 2,035 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2021.

Based on Athanor Capital's 13F filing for Q4 2021, filed 14 Feb 2022.