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Bivin & Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Bivin & Associates’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
2022
Q2 		$133K Hold
786
– – 0.14% 54
2022
Q1 		$161K Hold
786
– – 0.15% 53
2021
Q4 		$175K Buy
+786
New +$178K 0.15% 54

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bivin & Associates's IWM Position: Q2 2022 in Review

Bivin & Associates held its iShares Russell 2000 ETF (IWM) position steady in Q2 2022 at 786 shares worth $133K. The position accounts for 0.14% of the portfolio, ranked #54.

Bivin & Associates first reported a position in IWM in Q4 2021 and has held it in 3 quarters since. The position peaked at $175K in Q4 2021. 1,857 funds tracked by Wall St. Rank hold IWM as of Q2 2022.

  • Bivin & Associates held 786 shares of iShares Russell 2000 ETF worth $133K as of Q2 2022.
  • Bivin & Associates left its iShares Russell 2000 ETF share count unchanged in Q2 2022.
  • iShares Russell 2000 ETF made up 0.14% of Bivin & Associates's portfolio in Q2 2022, its #54 holding.
  • Bivin & Associates first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 3 quarters since.
  • Bivin & Associates's iShares Russell 2000 ETF position peaked at $175K in Q4 2021.
  • 1,857 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.