Boundary Creek Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Boundary Creek Advisors’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
2025 Q1	–	Sell	-1,000,000	Closed	-$221M	–	30
2024 Q4	$221M	Hold	1,000,000	–	–	14.43%	3
2024 Q3	$221M	Hold	1,000,000	–	–	17.18%	2
2024 Q2	$203M	Sell	1,000,000 -950,000	-49%	-$192M	18.53%	2
2024 Q1	$410M	Buy	1,950,000 +450,000	+30%	+$89.8M	24.74%	2
2023 Q4	$301M	Sell	1,500,000 -900,000	-38%	-$161M	11.77%	3
2023 Q3	$424M	Buy	2,400,000 +1,600,000	+200%	+$300M	17.51%	3
2023 Q2	$150M	Buy	+800,000	New	+$143M	7.48%	2
2022 Q4	–	Sell	-350,000	Closed	-$57.7M	–	41
2022 Q3	$57.7M	Buy	+350,000	New	+$63.8M	1.62%	4

Other funds holding IWM

Bank of America

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Empower Advisory Group

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return