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Berry Street Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Berry Street Capital 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
-100,000
Closed -$17.8M – 37
2023
Q1 		$17.8M Buy
+100,000
New +$18.4M 4.49% 8
2022
Q2 		– Sell
-125,000
Closed -$25.7M – 70
2022
Q1 		$25.7M Buy
+125,000
New +$25.5M 2.91% 8
2021
Q4 		– Sell
-50,000
Closed -$10.9M – 91
2021
Q3 		$10.9M Sell
50,000
-150,000
-75% -$33.3M 1.66% 18
2021
Q2 		$45.9M Buy
200,000
+150,000
+300% +$33.7M 4.04% 9
2021
Q1 		$11M Sell
50,000
-300,000
-86% -$65.5M 1.21% 23
2020
Q4 		$68.6M Buy
+350,000
New +$61.2M 8.8% 3

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