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Dowling & Yahnke’s iShares Russell 2000 ETF IWM Stock Holding History

Dowling & Yahnke’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
Q3 		$1.34M Buy
8,102
+161
+2% +$29.4K 0.06% 206
2022
Q2 		$1.34M Buy
7,941
+1,141
+17% +$210K 0.06% 205
2022
Q1 		$1.4M Buy
6,800
+691
+11% +$141K 0.06% 197
2021
Q4 		$1.36M Sell
6,109
-390
-6% -$88.1K 0.07% 205
2021
Q3 		$1.42M Buy
6,499
+184
+3% +$40.8K 0.08% 189
2021
Q2 		$1.45M Sell
6,315
-870
-12% -$196K 0.08% 186
2021
Q1 		$1.59M Sell
7,185
-1,864
-21% -$407K 0.11% 168
2020
Q4 		$1.77M Sell
9,049
-1,858
-17% -$325K 0.13% 156
2020
Q3 		$1.63M Buy
10,907
+234
+2% +$35.2K 0.13% 156
2020
Q2 		$1.53M Sell
10,673
-186
-2% -$24.4K 0.13% 160
2020
Q1 		$1.24M Buy
10,859
+1,339
+14% +$200K 0.12% 164
2019
Q4 		$1.58M Sell
9,520
-404
-4% -$63.8K 0.12% 166
2019
Q3 		$1.5M Buy
9,924
+175
+2% +$26.7K 0.12% 165
2019
Q2 		$1.52M Sell
9,749
-187
-2% -$28.8K 0.13% 166
2019
Q1 		$1.52M Sell
9,936
-413
-4% -$62.1K 0.15% 145
2018
Q4 		$1.58M Sell
10,349
-320
-3% -$47.7K 0.16% 135
2018
Q3 		$1.8M Sell
10,669
-299
-3% -$50.5K 0.16% 157
2018
Q2 		$1.8M Sell
10,968
-44
-0.4% -$7.04K 0.17% 155
2018
Q1 		$1.67M Sell
11,012
-222
-2% -$34.3K 0.16% 157
2017
Q4 		$1.71M Sell
11,234
-44
-0.4% -$6.61K 0.15% 155
2017
Q3 		$1.67M Sell
11,278
-104
-0.9% -$14.6K 0.17% 143
2017
Q2 		$1.6M Hold
11,382
– – 0.17% 148
2017
Q1 		$1.56M Sell
11,382
-495
-4% -$67.6K 0.17% 151
2016
Q4 		$1.6M Buy
11,877
+810
+7% +$104K 0.18% 141
2016
Q3 		$1.38M Buy
11,067
+148
+1% +$18K 0.16% 147
2016
Q2 		$1.25M Sell
10,919
-77
-0.7% -$8.69K 0.15% 155
2016
Q1 		$1.22M Sell
10,996
-2,954
-21% -$306K 0.15% 150
2015
Q4 		$1.57M Sell
13,950
-254
-2% -$29.3K 0.2% 125
2015
Q3 		$1.55M Buy
14,204
+361
+3% +$42.8K 0.21% 126
2015
Q2 		$1.73M Sell
13,843
-307
-2% -$38.4K 0.22% 124
2015
Q1 		$1.76M Sell
14,150
-100
-0.7% -$12.1K 0.22% 121
2014
Q4 		$1.71M Buy
14,250
+2,470
+21% +$282K 0.21% 126
2014
Q3 		$1.29M Sell
11,780
-7
-0.1% -$801 0.17% 138
2014
Q2 		$1.4M Buy
11,787
+232
+2% +$26.3K 0.18% 135
2014
Q1 		$1.34M Buy
11,555
+991
+9% +$114K 0.18% 134
2013
Q4 		$1.22M Sell
10,564
-613
-5% -$67.7K 0.17% 134
2013
Q3 		$1.19M Buy
11,177
+18
+0.2% +$1.86K 0.19% 124
2013
Q2 		$1.08M Buy
+11,159
New +$1.07M 0.18% 127

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Dowling & Yahnke's IWM Position: Q3 2022 in Review

Dowling & Yahnke increased its iShares Russell 2000 ETF (IWM) stake by 2% in Q3 2022, buying an estimated $29.4K and bringing the position to 8,102 shares worth $1.34M. The position accounts for 0.06% of the portfolio, ranked #206.

Dowling & Yahnke first reported a position in IWM in Q2 2013 and has held it in 38 quarters since. The position peaked at $1.8M in Q3 2018. 1,855 funds tracked by Wall St. Rank hold IWM as of Q3 2022.

  • Dowling & Yahnke held 8,102 shares of iShares Russell 2000 ETF worth $1.34M as of Q3 2022.
  • Dowling & Yahnke bought 161 iShares Russell 2000 ETF shares in Q3 2022, an estimated $29.4K.
  • iShares Russell 2000 ETF made up 0.06% of Dowling & Yahnke's portfolio in Q3 2022, its #206 holding.
  • Dowling & Yahnke first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 38 quarters since.
  • Dowling & Yahnke's iShares Russell 2000 ETF position peaked at $1.8M in Q3 2018.
  • 1,855 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.