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Beck Mack & Oliver’s iShares Russell 2000 ETF IWM Stock Holding History

Beck Mack & Oliver’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
-2,484
Closed -$543K – 210
2021
Q3 		$543K Buy
+2,484
New +$551K 0.01% 148

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

Beck Mack & Oliver's IWM Position: Q4 2021 in Review

Beck Mack & Oliver sold out of iShares Russell 2000 ETF (IWM) in Q4 2021, closing a stake of 2,484 shares — an estimated $543K sold.

Beck Mack & Oliver first reported a position in IWM in Q3 2021 and held it in 1 quarter. The position peaked at $543K in Q3 2021. 2,034 funds tracked by Wall St. Rank hold IWM as of Q4 2021.

  • Beck Mack & Oliver reported no remaining iShares Russell 2000 ETF position as of Q4 2021 after selling out during the quarter.
  • Beck Mack & Oliver sold 2,484 iShares Russell 2000 ETF shares in Q4 2021, an estimated $543K.
  • Beck Mack & Oliver first reported a position in iShares Russell 2000 ETF in Q3 2021 and held it in 1 quarter.
  • Beck Mack & Oliver's iShares Russell 2000 ETF position peaked at $543K in Q3 2021.
  • 2,034 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2021.

Based on Beck Mack & Oliver's 13F filing for Q4 2021, filed 28 Jan 2022.