Cairn Investment Group’s iShares Russell 2000 ETF IWM Stock Holding History

Cairn Investment Group’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	–	Sell	-1,180	Closed	-$209K	–	66
2023 Q3	$209K	Hold	1,180	–	–	0.14%	60
2023 Q2	$221K	Hold	1,180	–	–	0.14%	62
2023 Q1	$211K	Hold	1,180	–	–	0.15%	63
2022 Q4	$206K	Buy	+1,180	New	+$210K	0.15%	72
2022 Q2	–	Sell	-1,400	Closed	-$287K	–	78
2022 Q1	$287K	Hold	1,400	–	–	0.18%	68
2021 Q4	$311K	Hold	1,400	–	–	0.21%	61
2021 Q3	$306K	Sell	1,400 -99	-7%	-$21.9K	0.23%	62
2021 Q2	$343K	Buy	+1,499	New	+$337K	0.25%	61

Other funds holding IWM

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

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

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

Cairn Investment Group's IWM Position: Q4 2023 in Review

Cairn Investment Group sold out of iShares Russell 2000 ETF (IWM) in Q4 2023, closing a stake of 1,180 shares — an estimated $209K sold.

Cairn Investment Group first reported a position in IWM in Q2 2021 and held it in 8 quarters. The position peaked at $343K in Q2 2021. 2,211 funds tracked by Wall St. Rank hold IWM as of Q4 2023.

Cairn Investment Group reported no remaining iShares Russell 2000 ETF position as of Q4 2023 after selling out during the quarter.
Cairn Investment Group sold 1,180 iShares Russell 2000 ETF shares in Q4 2023, an estimated $209K.
Cairn Investment Group first reported a position in iShares Russell 2000 ETF in Q2 2021 and held it in 8 quarters.
Cairn Investment Group's iShares Russell 2000 ETF position peaked at $343K in Q2 2021.
2,211 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2023.

Based on Cairn Investment Group's 13F filing for Q4 2023, filed 14 Feb 2024.