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Column Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Column Capital Advisors’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
Q3 		$3.48M Buy
19,673
+331
+2% +$62.1K 0.51% 30
2023
Q2 		$3.62M Sell
19,342
-1,068
-5% -$190K 0.51% 28
2023
Q1 		$3.64M Sell
20,410
-50
-0.2% -$9.21K 0.54% 27
2022
Q4 		$3.57M Sell
20,460
-117
-0.6% -$20.8K 0.59% 24
2022
Q3 		$3.39M Buy
20,577
+8
+0% +$1.46K 0.7% 24
2022
Q2 		$3.48M Buy
20,569
+4,233
+26% +$780K 0.67% 26
2022
Q1 		$3.35M Hold
16,336
– – 0.61% 26
2021
Q4 		$3.63M Sell
16,336
-410
-2% -$92.6K 0.7% 23
2021
Q3 		$3.66M Sell
16,746
-1,579
-9% -$350K 0.77% 23
2021
Q2 		$4.2M Sell
18,325
-762
-4% -$171K 0.88% 20
2021
Q1 		$4.22M Sell
19,087
-199
-1% -$43.4K 0.94% 20
2020
Q4 		$3.78M Sell
19,286
-590
-3% -$103K 0.95% 19
2020
Q3 		$2.98M Sell
19,876
-203
-1% -$30.5K 0.91% 17
2020
Q2 		$2.87M Buy
20,079
+1,297
+7% +$170K 0.97% 16
2020
Q1 		$2.15M Buy
18,782
+14,477
+336% +$2.16M 0.88% 18
2019
Q4 		$713K Buy
+4,305
New +$680K 0.36% 30

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Column Capital Advisors's IWM Position: Q3 2023 in Review

Column Capital Advisors increased its iShares Russell 2000 ETF (IWM) stake by 1.7% in Q3 2023, buying an estimated $62.1K and bringing the position to 19,673 shares worth $3.48M. The position accounts for 0.51% of the portfolio, ranked #30.

Column Capital Advisors first reported a position in IWM in Q4 2019 and has held it in 16 quarters since. The position peaked at $4.22M in Q1 2021. 1,916 funds tracked by Wall St. Rank hold IWM as of Q3 2023.

  • Column Capital Advisors held 19,673 shares of iShares Russell 2000 ETF worth $3.48M as of Q3 2023.
  • Column Capital Advisors bought 331 iShares Russell 2000 ETF shares in Q3 2023, an estimated $62.1K.
  • iShares Russell 2000 ETF made up 0.51% of Column Capital Advisors's portfolio in Q3 2023, its #30 holding.
  • Column Capital Advisors first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 16 quarters since.
  • Column Capital Advisors's iShares Russell 2000 ETF position peaked at $4.22M in Q1 2021.
  • 1,916 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.