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Carmel Capital Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Carmel Capital Partners’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
-4,577
Closed -$809K – 424
2023
Q3 		$809K Buy
+4,577
New +$859K 0.36% 62

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Carmel Capital Partners's IWM Position: Q4 2023 in Review

Carmel Capital Partners sold out of iShares Russell 2000 ETF (IWM) in Q4 2023, closing a stake of 4,577 shares — an estimated $809K sold.

Carmel Capital Partners first reported a position in IWM in Q3 2023 and held it in 1 quarter. The position peaked at $809K in Q3 2023. 2,211 funds tracked by Wall St. Rank hold IWM as of Q4 2023.

  • Carmel Capital Partners reported no remaining iShares Russell 2000 ETF position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 4,577 iShares Russell 2000 ETF shares in Q4 2023, an estimated $809K.
  • Carmel Capital Partners first reported a position in iShares Russell 2000 ETF in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's iShares Russell 2000 ETF position peaked at $809K in Q3 2023.
  • 2,211 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.