D'Orazio & Associates’s iShares Russell 2000 ETF IWM Stock Holding History

D'Orazio & Associates’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	-250	Closed	-$55K	–	399
2021 Q3	$55K	Hold	250	–	–	0.01%	190
2021 Q2	$57K	Buy	+250	New	+$56.2K	0.01%	160
2020 Q3	–	Sell	-77	Closed	-$11K	–	342
2020 Q2	$11K	Buy	+77	New	+$10.1K	﹤0.01%	230
2018 Q2	–	Sell	-53	Closed	-$8K	–	282
2018 Q1	$8K	Hold	53	–	–	﹤0.01%	213
2017 Q4	$8K	Hold	53	–	–	﹤0.01%	236
2017 Q3	$8K	Sell	53 -23	-30%	-$3.24K	﹤0.01%	212
2017 Q2	$11K	Buy	76 +24	+46%	+$3.32K	﹤0.01%	223
2017 Q1	$7K	Hold	52	–	–	﹤0.01%	240
2016 Q4	$7K	Buy	52 +1	+2%	+$128	﹤0.01%	224
2016 Q3	$6K	Sell	51 -1	-2%	-$122	﹤0.01%	228
2016 Q2	$6K	Buy	52 +1	+2%	+$113	﹤0.01%	240
2016 Q1	$5K	Buy	+51	New	+$5.28K	﹤0.01%	247

Other funds holding IWM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

D'Orazio & Associates's IWM Position: Q4 2021 in Review

D'Orazio & Associates sold out of iShares Russell 2000 ETF (IWM) in Q4 2021, closing a stake of 250 shares — an estimated $55K sold.

D'Orazio & Associates first reported a position in IWM in Q1 2016 and held it in 12 quarters. The position peaked at $57K in Q2 2021. 2,036 funds tracked by Wall St. Rank hold IWM as of Q4 2021.

D'Orazio & Associates reported no remaining iShares Russell 2000 ETF position as of Q4 2021 after selling out during the quarter.
D'Orazio & Associates sold 250 iShares Russell 2000 ETF shares in Q4 2021, an estimated $55K.
D'Orazio & Associates first reported a position in iShares Russell 2000 ETF in Q1 2016 and held it in 12 quarters.
D'Orazio & Associates's iShares Russell 2000 ETF position peaked at $57K in Q2 2021.
2,036 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.