DCM Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

DCM 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
2021 Q4	–	Sell	-111	Closed	-$24K	–	269
2021 Q3	$24K	Buy	+111	New	+$24.6K	0.01%	269

Other funds holding IWM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

DCM Advisors's IWM Position: Q4 2021 in Review

DCM Advisors sold out of iShares Russell 2000 ETF (IWM) in Q4 2021, closing a stake of 111 shares — an estimated $24K sold.

DCM Advisors first reported a position in IWM in Q3 2021 and held it in 1 quarter. The position peaked at $24K in Q3 2021. 2,034 funds tracked by Wall St. Rank hold IWM as of Q4 2021.

DCM Advisors reported no remaining iShares Russell 2000 ETF position as of Q4 2021 after selling out during the quarter.
DCM Advisors sold 111 iShares Russell 2000 ETF shares in Q4 2021, an estimated $24K.
DCM Advisors first reported a position in iShares Russell 2000 ETF in Q3 2021 and held it in 1 quarter.
DCM Advisors's iShares Russell 2000 ETF position peaked at $24K in Q3 2021.
2,034 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2021.

Based on DCM Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.