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

Cottonwood 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
2022 Q2	–	Sell	-1,010	Closed	-$207K	–	100
2022 Q1	$207K	Sell	1,010 -68	-6%	-$13.9K	0.16%	99
2021 Q4	$240K	Buy	+1,078	New	+$244K	0.19%	87

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

Cottonwood Capital Advisors's IWM Position: Q2 2022 in Review

Cottonwood Capital Advisors sold out of iShares Russell 2000 ETF (IWM) in Q2 2022, closing a stake of 1,010 shares — an estimated $207K sold.

Cottonwood Capital Advisors first reported a position in IWM in Q4 2021 and held it in 2 quarters. The position peaked at $240K in Q4 2021. 1,856 funds tracked by Wall St. Rank hold IWM as of Q2 2022.

Cottonwood Capital Advisors reported no remaining iShares Russell 2000 ETF position as of Q2 2022 after selling out during the quarter.
Cottonwood Capital Advisors sold 1,010 iShares Russell 2000 ETF shares in Q2 2022, an estimated $207K.
Cottonwood Capital Advisors first reported a position in iShares Russell 2000 ETF in Q4 2021 and held it in 2 quarters.
Cottonwood Capital Advisors's iShares Russell 2000 ETF position peaked at $240K in Q4 2021.
1,856 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2022.

Based on Cottonwood Capital Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.