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Bank Pictet & Cie (Europe)’s iShares Russell 2000 ETF IWM Stock Holding History

Bank Pictet & Cie (Europe)’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
Q3 		– Sell
-8,500
Closed -$1.59M – 272
2023
Q2 		$1.59M Buy
+8,500
New +$1.52M 0.05% 122
2020
Q2 		– Sell
-5,686
Closed -$651K – 144
2020
Q1 		$651K Hold
5,686
– – 0.06% 85
2019
Q4 		$942K Hold
5,686
– – 0.14% 78
2019
Q3 		$861K Hold
5,686
– – 0.15% 77
2019
Q2 		$884K Buy
+5,686
New +$876K 0.15% 73
2018
Q4 		– Sell
-16,001
Closed -$2.7M – 149
2018
Q3 		$2.7M Hold
16,001
– – 0.38% 53
2018
Q2 		$2.62M Buy
+16,001
New +$2.56M 0.4% 53
2017
Q3 		– Sell
-8,250
Closed -$1.16M – 168
2017
Q2 		$1.16M Sell
8,250
-44,800
-84% -$6.2M 0.16% 85
2017
Q1 		$7.29M Sell
53,050
-11,200
-17% -$1.53M 1.04% 27
2016
Q4 		$8.66M Buy
64,250
+61,500
+2,236% +$7.86M 1.45% 19
2016
Q3 		$342K Sell
2,750
-3,220
-54% -$391K 0.06% 132
2016
Q2 		$686K Buy
5,970
+1,300
+28% +$147K 0.14% 94
2016
Q1 		$517K Buy
4,670
+470
+11% +$48.7K 0.1% 107
2015
Q4 		$473K Sell
4,200
-10,000
-70% -$1.15M 0.09% 117
2015
Q3 		$1.55M Buy
+14,200
New +$1.68M 0.36% 58
2015
Q2 		– Sell
-5,412
Closed -$673K – 128
2015
Q1 		$673K Sell
5,412
-664
-11% -$80K 0.16% 99
2014
Q4 		$727K Sell
6,076
-69
-1% -$7.89K 0.19% 77
2014
Q3 		$672K Sell
6,145
-145
-2% -$16.6K 0.18% 78
2014
Q2 		$747K Sell
6,290
-1,529
-20% -$174K 0.23% 66
2014
Q1 		$910K Sell
7,819
-8,895
-53% -$1.03M 0.32% 46
2013
Q4 		$1.93M Buy
+16,714
New +$1.85M 0.76% 29

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank Pictet & Cie (Europe)'s IWM Position: Q3 2023 in Review

Bank Pictet & Cie (Europe) sold out of iShares Russell 2000 ETF (IWM) in Q3 2023, closing a stake of 8,500 shares — an estimated $1.59M sold.

Bank Pictet & Cie (Europe) first reported a position in IWM in Q4 2013 and held it in 21 quarters. The position peaked at $8.66M in Q4 2016. 1,915 funds tracked by Wall St. Rank hold IWM as of Q3 2023.

  • Bank Pictet & Cie (Europe) reported no remaining iShares Russell 2000 ETF position as of Q3 2023 after selling out during the quarter.
  • Bank Pictet & Cie (Europe) sold 8,500 iShares Russell 2000 ETF shares in Q3 2023, an estimated $1.59M.
  • Bank Pictet & Cie (Europe) first reported a position in iShares Russell 2000 ETF in Q4 2013 and held it in 21 quarters.
  • Bank Pictet & Cie (Europe)'s iShares Russell 2000 ETF position peaked at $8.66M in Q4 2016.
  • 1,915 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2023.

Based on Bank Pictet & Cie (Europe)'s 13F filing for Q3 2023, filed 2 Nov 2023.