Domani Wealth’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $11.5M | Buy |
64,568
+3,365
| +5% | +$620K | 2.67% | 12 |
|
|
2022
Q4 | $10.7M | Buy |
61,203
+5,876
| +11% | +$1.05M | 2.67% | 12 |
|
|
2022
Q3 | $9.13M | Sell |
55,327
-661
| -1% | -$121K | 2.67% | 11 |
|
|
2022
Q2 | $9.48M | Sell |
55,988
-3,587
| -6% | -$661K | 2.59% | 11 |
|
|
2022
Q1 | $12.2M | Sell |
59,575
-485
| -0.8% | -$98.9K | 2.65% | 11 |
|
|
2021
Q4 | $13.4M | Buy |
60,060
+485
| +0.8% | +$110K | 2.62% | 11 |
|
|
2021
Q3 | $13M | Sell |
59,575
-1,336
| -2% | -$296K | 2.73% | 10 |
|
|
2021
Q2 | $14M | Sell |
60,911
-5,317
| -8% | -$1.2M | 2.82% | 10 |
|
|
2021
Q1 | $14.6M | Sell |
66,228
-4,952
| -7% | -$1.08M | 2.82% | 11 |
|
|
2020
Q4 | $14M | Sell |
71,180
-96,001
| -57% | -$16.8M | 2.84% | 11 |
|
|
2020
Q3 | $25M | Buy |
167,181
+50,272
| +43% | +$7.56M | 5.5% | 5 |
|
|
2020
Q2 | $16.7M | Buy |
116,909
+35,945
| +44% | +$4.72M | 3.91% | 8 |
|
|
2020
Q1 | $9.27M | Buy |
80,964
+55,937
| +224% | +$8.34M | 2.48% | 11 |
|
|
2019
Q4 | $4.15M | Buy |
25,027
+4,410
| +21% | +$697K | 1.37% | 15 |
|
|
2019
Q3 | $3.12M | Buy |
20,617
+3,469
| +20% | +$530K | 1.13% | 18 |
|
|
2019
Q2 | $2.67M | Sell |
17,148
-31
| -0.2% | -$4.78K | 0.99% | 20 |
|
|
2019
Q1 | $2.63M | Sell |
17,179
-1,435
| -8% | -$216K | 1.06% | 20 |
|
|
2018
Q4 | $2.49M | Sell |
18,614
-3,186
| -15% | -$475K | 1.16% | 19 |
|
|
2018
Q3 | $3.67M | Sell |
21,800
-125
| -0.6% | -$21.1K | 1.58% | 13 |
|
|
2018
Q2 | $3.59M | Sell |
21,925
-306
| -1% | -$49K | 1.65% | 14 |
|
|
2018
Q1 | $3.38M | Buy |
22,231
+11,291
| +103% | +$1.74M | 1.44% | 16 |
|
|
2017
Q4 | $1.67M | Buy |
10,940
+3,167
| +41% | +$476K | 0.73% | 29 |
|
|
2017
Q3 | $1.15M | Buy |
7,773
+549
| +8% | +$77.2K | 0.5% | 33 |
|
|
2017
Q2 | $1.02M | Sell |
7,224
-409
| -5% | -$56.6K | 0.42% | 37 |
|
|
2017
Q1 | $1.05M | Sell |
7,633
-16,338
| -68% | -$2.23M | 0.43% | 37 |
|
|
2016
Q4 | $3.23M | Buy |
23,971
+13,752
| +135% | +$1.76M | 1.3% | 21 |
|
|
2016
Q3 | $1.27M | Sell |
10,219
-1,382
| -12% | -$168K | 0.48% | 37 |
|
|
2016
Q2 | $1.33M | Sell |
11,601
-3,373
| -23% | -$381K | 0.52% | 36 |
|
|
2016
Q1 | $1.66M | Buy |
14,974
+748
| +5% | +$77.4K | 0.63% | 34 |
|
|
2015
Q4 | $1.6M | Buy |
14,226
+9,562
| +205% | +$1.1M | 0.63% | 34 |
|
|
2015
Q3 | $509K | Buy |
4,664
+1,118
| +32% | +$133K | 0.28% | 52 |
|
|
2015
Q2 | $443K | Buy |
3,546
+3,023
| +578% | +$378K | 0.24% | 58 |
|
|
2015
Q1 | $4.2K | Buy |
+523
| New | +$63K | 0.06% | 72 |
|
Other funds holding IWM
Domani Wealth's IWM Position: Q1 2023 in Review
Domani Wealth increased its iShares Russell 2000 ETF (IWM) stake by 5.5% in Q1 2023, buying an estimated $620K and bringing the position to 64,568 shares worth $11.5M. The position accounts for 2.67% of the portfolio, ranked #12.
Domani Wealth first reported a position in IWM in Q1 2015 and has held it in 33 quarters since. The position peaked at $25M in Q3 2020. 1,904 funds tracked by Wall St. Rank hold IWM as of Q1 2023.
- Domani Wealth held 64,568 shares of iShares Russell 2000 ETF worth $11.5M as of Q1 2023.
- Domani Wealth bought 3,365 iShares Russell 2000 ETF shares in Q1 2023, an estimated $620K.
- iShares Russell 2000 ETF made up 2.67% of Domani Wealth's portfolio in Q1 2023, its #12 holding.
- Domani Wealth first reported a position in iShares Russell 2000 ETF in Q1 2015 and has held it in 33 quarters since.
- Domani Wealth's iShares Russell 2000 ETF position peaked at $25M in Q3 2020.
- 1,904 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2023.
Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.