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

BTR 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
2022 Q3	$529K	Hold	3,209	–	–	0.08%	108
2022 Q2	$543K	Hold	3,209	–	–	0.08%	108
2022 Q1	$659K	Sell	3,209 -481	-13%	-$98.1K	0.08%	108
2021 Q4	$821K	Buy	3,690 +110	+3%	+$24.9K	0.09%	100
2021 Q3	$783K	Sell	3,580 -100	-3%	-$22.2K	0.1%	99
2021 Q2	$844K	Hold	3,680	–	–	0.11%	92
2021 Q1	$813K	Sell	3,680 -100	-3%	-$21.8K	0.12%	93
2020 Q4	$741K	Buy	3,780 +480	+15%	+$84K	0.12%	93
2020 Q3	$494K	Hold	3,300	–	–	0.09%	103
2020 Q2	$472K	Hold	3,300	–	–	0.09%	105
2020 Q1	$378K	Buy	3,300 +1,070	+48%	+$160K	0.08%	113
2019 Q4	$369K	Sell	2,230 -22	-1%	-$3.48K	0.06%	121
2019 Q3	$341K	Hold	2,252	–	–	0.06%	127
2019 Q2	$350K	Buy	+2,252	New	+$347K	0.07%	127

Other funds holding IWM

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 Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BTR Capital Management's IWM Position: Q3 2022 in Review

BTR Capital Management held its iShares Russell 2000 ETF (IWM) position steady in Q3 2022 at 3,209 shares worth $529K. The position accounts for 0.08% of the portfolio, ranked #108.

BTR Capital Management first reported a position in IWM in Q2 2019 and has held it in 14 quarters since. The position peaked at $844K in Q2 2021. 1,854 funds tracked by Wall St. Rank hold IWM as of Q3 2022.

BTR Capital Management held 3,209 shares of iShares Russell 2000 ETF worth $529K as of Q3 2022.
BTR Capital Management left its iShares Russell 2000 ETF share count unchanged in Q3 2022.
iShares Russell 2000 ETF made up 0.08% of BTR Capital Management's portfolio in Q3 2022, its #108 holding.
BTR Capital Management first reported a position in iShares Russell 2000 ETF in Q2 2019 and has held it in 14 quarters since.
BTR Capital Management's iShares Russell 2000 ETF position peaked at $844K in Q2 2021.
1,854 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2022.

Based on BTR Capital Management's 13F filing for Q3 2022, filed 12 Oct 2022.