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

Bridgeway 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
-10,000
Closed -$1.78M – 1420
2023
Q1 		$1.78M Sell
10,000
-23,200
-70% -$4.27M 0.05% 566
2022
Q4 		$5.79M Buy
+33,200
New +$5.9M 0.15% 226

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bridgeway Capital Management's IWM Position: Q2 2023 in Review

Bridgeway Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2023, closing a stake of 10,000 shares — an estimated $1.78M sold.

Bridgeway Capital Management first reported a position in IWM in Q4 2022 and held it in 2 quarters. The position peaked at $5.79M in Q4 2022. 1,959 funds tracked by Wall St. Rank hold IWM as of Q2 2023.

  • Bridgeway Capital Management reported no remaining iShares Russell 2000 ETF position as of Q2 2023 after selling out during the quarter.
  • Bridgeway Capital Management sold 10,000 iShares Russell 2000 ETF shares in Q2 2023, an estimated $1.78M.
  • Bridgeway Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2022 and held it in 2 quarters.
  • Bridgeway Capital Management's iShares Russell 2000 ETF position peaked at $5.79M in Q4 2022.
  • 1,959 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2023.

Based on Bridgeway Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.