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Corrigan Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Corrigan Financial’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
-1,065
Closed -$219K – 81
2022
Q1 		$219K Sell
1,065
-20
-2% -$4.08K 0.07% 81
2021
Q4 		$241K Buy
1,085
+1
+0.1% +$226 0.07% 73
2021
Q3 		$237K Sell
1,084
-1
-0.1% -$222 0.07% 71
2021
Q2 		$249K Buy
1,085
+59
+6% +$13.3K 0.08% 69
2021
Q1 		$227K Sell
1,026
-25
-2% -$5.46K 0.08% 70
2020
Q4 		$206K Buy
+1,051
New +$184K 0.09% 68
2020
Q3 		– Sell
-1,447
Closed -$207K – 64
2020
Q2 		$207K Buy
+1,447
New +$190K 0.11% 57
2020
Q1 		– Sell
-1,568
Closed -$260K – 62
2019
Q4 		$260K Buy
1,568
+2
+0.1% +$316 0.18% 49
2019
Q3 		$237K Sell
1,566
-61
-4% -$9.31K 0.18% 49
2019
Q2 		$253K Buy
1,627
+1
+0.1% +$154 0.19% 46
2019
Q1 		$249K Sell
1,626
-21
-1% -$3.16K 0.18% 55
2018
Q4 		$221K Buy
1,647
+1
+0.1% +$149 0.18% 43
2018
Q3 		$277K Hold
1,646
– – 0.2% 35
2018
Q2 		$269K Sell
1,646
-46
-3% -$7.36K 0.2% 33
2018
Q1 		$257K Sell
1,692
-151
-8% -$23.3K 0.2% 37
2017
Q4 		$281K Buy
1,843
+1
+0.1% +$150 0.24% 35
2017
Q3 		$273K Buy
1,842
+14
+0.8% +$1.97K 0.24% 37
2017
Q2 		$258K Sell
1,828
-165
-8% -$22.8K 0.24% 33
2017
Q1 		$274K Sell
1,993
-42
-2% -$5.74K 0.26% 30
2016
Q4 		$274K Buy
2,035
+1
+0% +$128 0.27% 32
2016
Q3 		$253K Buy
2,034
+1
+0% +$122 0.25% 31
2016
Q2 		$234K Sell
2,033
-74
-4% -$8.35K 0.24% 33
2016
Q1 		$233K Buy
2,107
+258
+14% +$26.7K 0.24% 39
2015
Q4 		$208K Buy
+1,849
New +$213K 0.22% 32

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Corrigan Financial's IWM Position: Q2 2022 in Review

Corrigan Financial sold out of iShares Russell 2000 ETF (IWM) in Q2 2022, closing a stake of 1,065 shares — an estimated $219K sold.

Corrigan Financial first reported a position in IWM in Q4 2015 and held it in 24 quarters. The position peaked at $281K in Q4 2017. 1,858 funds tracked by Wall St. Rank hold IWM as of Q2 2022.

  • Corrigan Financial reported no remaining iShares Russell 2000 ETF position as of Q2 2022 after selling out during the quarter.
  • Corrigan Financial sold 1,065 iShares Russell 2000 ETF shares in Q2 2022, an estimated $219K.
  • Corrigan Financial first reported a position in iShares Russell 2000 ETF in Q4 2015 and held it in 24 quarters.
  • Corrigan Financial's iShares Russell 2000 ETF position peaked at $281K in Q4 2017.
  • 1,858 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2022.

Based on Corrigan Financial's 13F filing for Q2 2022, filed 1 Sep 2023.