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Bridgecreek Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Bridgecreek Investment 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
Q4 		$246K Hold
1,225
– – 0.05% 86
2023
Q3 		$217K Sell
1,225
-100
-8% -$18.8K 0.04% 89
2023
Q2 		$248K Buy
+1,325
New +$236K 0.05% 87

Other funds holding IWM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bridgecreek Investment Management's IWM Position: Q4 2023 in Review

Bridgecreek Investment Management held its iShares Russell 2000 ETF (IWM) position steady in Q4 2023 at 1,225 shares worth $246K. The position accounts for 0.05% of the portfolio, ranked #86.

Bridgecreek Investment Management first reported a position in IWM in Q2 2023 and has held it in 3 quarters since. The position peaked at $248K in Q2 2023. 2,214 funds tracked by Wall St. Rank hold IWM as of Q4 2023.

  • Bridgecreek Investment Management held 1,225 shares of iShares Russell 2000 ETF worth $246K as of Q4 2023.
  • Bridgecreek Investment Management left its iShares Russell 2000 ETF share count unchanged in Q4 2023.
  • iShares Russell 2000 ETF made up 0.05% of Bridgecreek Investment Management's portfolio in Q4 2023, its #86 holding.
  • Bridgecreek Investment Management first reported a position in iShares Russell 2000 ETF in Q2 2023 and has held it in 3 quarters since.
  • Bridgecreek Investment Management's iShares Russell 2000 ETF position peaked at $248K in Q2 2023.
  • 2,214 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2023.

Based on Bridgecreek Investment Management's 13F filing for Q4 2023, filed 13 Feb 2024.