Banco de Sabadell’s iShares Russell 2000 ETF IWM Stock Holding History

Banco de Sabadell’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	-164	Closed	-$29K	–	84
2023 Q1	$29K	Hold	164	–	–	0.02%	78
2022 Q4	$115K	Hold	164	–	–	0.1%	62
2022 Q3	$27K	Hold	164	–	–	0.02%	83
2022 Q2	$28K	Hold	164	–	–	0.02%	77
2022 Q1	$34K	Buy	+164	New	+$33.5K	0.02%	77
2019 Q1	–	Sell	-2,040	Closed	-$272K	–	383
2018 Q4	$272K	Hold	2,040	–	–	0.03%	290
2018 Q3	$343K	Hold	2,040	–	–	0.04%	314
2018 Q2	$334K	Hold	2,040	–	–	0.04%	316
2018 Q1	$309K	Hold	2,040	–	–	0.04%	326
2017 Q4	$311K	Buy	+2,040	New	+$306K	0.04%	225

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

Banco de Sabadell's IWM Position: Q2 2023 in Review

Banco de Sabadell sold out of iShares Russell 2000 ETF (IWM) in Q2 2023, closing a stake of 164 shares — an estimated $29K sold.

Banco de Sabadell first reported a position in IWM in Q4 2017 and held it in 10 quarters. The position peaked at $343K in Q3 2018. 1,959 funds tracked by Wall St. Rank hold IWM as of Q2 2023.

Banco de Sabadell reported no remaining iShares Russell 2000 ETF position as of Q2 2023 after selling out during the quarter.
Banco de Sabadell sold 164 iShares Russell 2000 ETF shares in Q2 2023, an estimated $29K.
Banco de Sabadell first reported a position in iShares Russell 2000 ETF in Q4 2017 and held it in 10 quarters.
Banco de Sabadell's iShares Russell 2000 ETF position peaked at $343K in Q3 2018.
1,959 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2023.

Based on Banco de Sabadell's 13F filing for Q2 2023, filed 14 Aug 2023.