Cardinal Capital Management LLC (Connecticut)’s iShares Russell 2000 ETF IWM Stock Holding History

Cardinal Capital Management LLC (Connecticut)’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
2024 Q1	–	Sell	-4,864	Closed	-$976K	–	59
2023 Q4	$976K	Buy	+4,864	New	+$871K	0.04%	60
2023 Q3	–	Sell	-1,077	Closed	-$202K	–	60
2023 Q2	$202K	Buy	+1,077	New	+$192K	0.01%	60
2023 Q1	–	Sell	-11,112	Closed	-$1.94M	–	58
2022 Q4	$1.94M	Buy	11,112 +5,467	+97%	+$972K	0.06%	54
2022 Q3	$931K	Buy	+5,645	New	+$1.03M	0.03%	55
2021 Q1	–	Sell	-52,823	Closed	-$10.4M	–	57
2020 Q4	$10.4M	Buy	+52,823	New	+$9.24M	0.3%	49
2019 Q1	–	Sell	-31,538	Closed	-$4.22M	–	64
2018 Q4	$4.22M	Buy	+31,538	New	+$4.71M	0.16%	64

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 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

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

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

Cardinal Capital Management LLC (Connecticut)'s IWM Position: Q1 2024 in Review

Cardinal Capital Management LLC (Connecticut) sold out of iShares Russell 2000 ETF (IWM) in Q1 2024, closing a stake of 4,864 shares — an estimated $976K sold.

Cardinal Capital Management LLC (Connecticut) first reported a position in IWM in Q4 2018 and held it in 6 quarters. The position peaked at $10.4M in Q4 2020. 2,202 funds tracked by Wall St. Rank hold IWM as of Q1 2024.

Cardinal Capital Management LLC (Connecticut) reported no remaining iShares Russell 2000 ETF position as of Q1 2024 after selling out during the quarter.
Cardinal Capital Management LLC (Connecticut) sold 4,864 iShares Russell 2000 ETF shares in Q1 2024, an estimated $976K.
Cardinal Capital Management LLC (Connecticut) first reported a position in iShares Russell 2000 ETF in Q4 2018 and held it in 6 quarters.
Cardinal Capital Management LLC (Connecticut)'s iShares Russell 2000 ETF position peaked at $10.4M in Q4 2020.
2,202 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2024.

Based on Cardinal Capital Management LLC (Connecticut)'s 13F filing for Q1 2024, filed 14 May 2024.