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Crosspoint Capital Strategies’s iShares Russell 2000 ETF IWM Stock Holding History

Crosspoint Capital Strategies’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
Q4 		$373K Buy
+2,138
New +$380K 0.74% 40
2022
Q2 		– Sell
-2,172
Closed -$446K – 15
2022
Q1 		$446K Buy
+2,172
New +$443K 1.24% 10
2019
Q1 		$80K Buy
+522
New +$78.4K 0.14% 40
2018
Q4 		– Sell
-52
Closed -$9K – 34
2018
Q3 		$9K Buy
+52
New +$8.78K 0.01% 51
2017
Q2 		– Sell
-11
Closed -$2K – 152
2017
Q1 		$2K Hold
11
– – ﹤0.01% 100
2016
Q4 		$1K Sell
11
-2
-15% -$256 ﹤0.01% 119
2016
Q3 		$2K Hold
13
– – ﹤0.01% 111
2016
Q2 		$1K Hold
13
– – ﹤0.01% 127
2016
Q1 		$1K Sell
13
-36,156
-100% -$3.74M ﹤0.01% 123
2015
Q4 		$4.33M Buy
36,169
+35,622
+6,512% +$4.11M 1.14% 12
2015
Q3 		$60K Buy
547
+497
+994% +$58.9K 0.07% 235
2015
Q2 		$6K Buy
50
+28
+127% +$3.5K ﹤0.01% 568
2015
Q1 		$3K Sell
22
-14,487
-100% -$1.75M ﹤0.01% 488
2014
Q4 		$1.74M Buy
14,509
+13,929
+2,402% +$1.59M 0.61% 45
2014
Q3 		$63K Hold
580
– – 0.05% 194
2014
Q2 		$66K Sell
580
-880
-60% -$99.9K 0.02% 219
2014
Q1 		$170K Sell
1,460
-270
-16% -$31.1K 0.07% 134
2013
Q4 		$207K Buy
+1,730
New +$191K 0.07% 135

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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

Crosspoint Capital Strategies's IWM Position: Q4 2022 in Review

Crosspoint Capital Strategies opened a new position in iShares Russell 2000 ETF (IWM) in Q4 2022: 2,138 shares worth $373K. The stake represents 0.74% of the portfolio and ranks #40 among its holdings. This is a return to the name: Crosspoint Capital Strategies previously reported a position in IWM as recently as Q1 2022.

Crosspoint Capital Strategies first reported a position in IWM in Q4 2013 and has held it in 18 quarters since. The position peaked at $4.33M in Q4 2015. 1,985 funds tracked by Wall St. Rank hold IWM as of Q4 2022.

  • Crosspoint Capital Strategies held 2,138 shares of iShares Russell 2000 ETF worth $373K as of Q4 2022.
  • iShares Russell 2000 ETF was a new Crosspoint Capital Strategies position in Q4 2022.
  • iShares Russell 2000 ETF made up 0.74% of Crosspoint Capital Strategies's portfolio in Q4 2022, its #40 holding.
  • Crosspoint Capital Strategies first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 18 quarters since.
  • Crosspoint Capital Strategies's iShares Russell 2000 ETF position peaked at $4.33M in Q4 2015.
  • 1,985 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2022.

Based on Crosspoint Capital Strategies's 13F filing for Q4 2022, filed 13 Feb 2023.