BAMCO Inc
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BAMCO Inc’s iShares Russell 2000 ETF IWM Stock Holding History

BAMCO Inc’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
Q4 		– Sell
-975
Closed -$161K – 381
2022
Q3 		$161K Buy
+975
New +$178K ﹤0.01% 359
2017
Q1 		– Sell
-1,685
Closed -$227K – 329
2016
Q4 		$227K Buy
+1,685
New +$215K ﹤0.01% 309
2016
Q1 		– Sell
-42,835
Closed -$4.82M – 308
2015
Q4 		$4.82M Buy
42,835
+37,930
+773% +$4.38M 0.02% 228
2015
Q3 		$536K Buy
+4,905
New +$582K ﹤0.01% 326
2014
Q1 		– Sell
-249
Closed -$29K – 365
2013
Q4 		$29K Buy
+249
New +$27.5K ﹤0.01% 347

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BAMCO Inc's IWM Position: Q4 2022 in Review

BAMCO Inc sold out of iShares Russell 2000 ETF (IWM) in Q4 2022, closing a stake of 975 shares — an estimated $161K sold.

BAMCO Inc first reported a position in IWM in Q4 2013 and held it in 5 quarters. The position peaked at $4.82M in Q4 2015. 1,985 funds tracked by Wall St. Rank hold IWM as of Q4 2022.

  • BAMCO Inc reported no remaining iShares Russell 2000 ETF position as of Q4 2022 after selling out during the quarter.
  • BAMCO Inc sold 975 iShares Russell 2000 ETF shares in Q4 2022, an estimated $161K.
  • BAMCO Inc first reported a position in iShares Russell 2000 ETF in Q4 2013 and held it in 5 quarters.
  • BAMCO Inc's iShares Russell 2000 ETF position peaked at $4.82M in Q4 2015.
  • 1,985 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2022.

Based on BAMCO Inc's 13F filing for Q4 2022, filed 14 Feb 2023.