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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
2020
Q3 		– Sell
-18,400
Closed -$2.63M – 315
2020
Q2 		$2.63M Buy
+18,400
New +$2.41M 0.22% 119

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.