BancFirst Trust & Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

BancFirst Trust & Investment Management’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 Q2	–	Sell	-7,175	Closed	-$1.26M	–	46
2023 Q1	$1.26M	Hold	7,175	–	–	0.75%	11
2022 Q4	$1.25M	Hold	7,175	–	–	0.72%	12
2022 Q3	$1.19M	Buy	+7,175	New	+$1.31M	0.71%	12
2022 Q2	–	Sell	-7,175	Closed	-$1.47M	–	49
2022 Q1	$1.47M	Buy	+7,175	New	+$1.46M	0.94%	10

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BancFirst Trust & Investment Management's IWM Position: Q2 2023 in Review

BancFirst Trust & Investment Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2023, closing a stake of 7,175 shares — an estimated $1.26M sold.

BancFirst Trust & Investment Management first reported a position in IWM in Q1 2022 and held it in 4 quarters. The position peaked at $1.47M in Q1 2022. 1,959 funds tracked by Wall St. Rank hold IWM as of Q2 2023.

BancFirst Trust & Investment Management reported no remaining iShares Russell 2000 ETF position as of Q2 2023 after selling out during the quarter.
BancFirst Trust & Investment Management sold 7,175 iShares Russell 2000 ETF shares in Q2 2023, an estimated $1.26M.
BancFirst Trust & Investment Management first reported a position in iShares Russell 2000 ETF in Q1 2022 and held it in 4 quarters.
BancFirst Trust & Investment Management's iShares Russell 2000 ETF position peaked at $1.47M in Q1 2022.
1,959 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2023.

Based on BancFirst Trust & Investment Management's 13F filing for Q2 2023, filed 6 Jul 2023.