Corbenic Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Corbenic 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
2022 Q2	–	Sell	-40	Closed	-$8K	–	226
2022 Q1	$8K	Hold	40	–	–	﹤0.01%	157
2021 Q4	$9K	Hold	40	–	–	﹤0.01%	178
2021 Q3	$9K	Hold	40	–	–	﹤0.01%	177
2021 Q2	$9K	Buy	40 +15	+60%	+$3.37K	﹤0.01%	182
2021 Q1	$6K	Buy	+25	New	+$5.46K	﹤0.01%	198
2020 Q1	–	Sell	-611	Closed	-$101K	–	199
2019 Q4	$101K	Buy	+611	New	+$96.6K	0.07%	46
2017 Q4	$14K	Buy	90 +1	+1%	+$150	0.02%	119
2017 Q3	$13K	Hold	89	–	–	0.02%	130
2017 Q2	$12K	Sell	89 -157	-64%	-$21.7K	0.02%	109
2017 Q1	$34K	Buy	246 +146	+146%	+$19.9K	0.04%	86
2016 Q4	$14K	Buy	100 +88	+733%	+$11.2K	0.02%	117
2016 Q3	$1K	Hold	12	–	–	﹤0.01%	192
2016 Q2	$1K	Hold	12	–	–	﹤0.01%	175
2016 Q1	$1K	Hold	12	–	–	﹤0.01%	161
2015 Q4	$1K	Buy	+12	New	+$1.38K	﹤0.01%	177
2015 Q1	–	Sell	-33	Closed	-$4K	–	186
2014 Q4	$4K	Buy	+33	New	+$3.77K	﹤0.01%	167

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Corbenic Partners's IWM Position: Q2 2022 in Review

Corbenic Partners sold out of iShares Russell 2000 ETF (IWM) in Q2 2022, closing a stake of 40 shares — an estimated $8K sold.

Corbenic Partners first reported a position in IWM in Q4 2014 and held it in 16 quarters. The position peaked at $101K in Q4 2019. 1,856 funds tracked by Wall St. Rank hold IWM as of Q2 2022.

Corbenic Partners reported no remaining iShares Russell 2000 ETF position as of Q2 2022 after selling out during the quarter.
Corbenic Partners sold 40 iShares Russell 2000 ETF shares in Q2 2022, an estimated $8K.
Corbenic Partners first reported a position in iShares Russell 2000 ETF in Q4 2014 and held it in 16 quarters.
Corbenic Partners's iShares Russell 2000 ETF position peaked at $101K in Q4 2019.
1,856 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2022.

Based on Corbenic Partners's 13F filing for Q2 2022, filed 25 Jul 2022.