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Eagle Ridge Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Eagle Ridge Investment Management’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
Q2 		– Sell
-1,633
Closed -$335K – 156
2022
Q1 		$335K Buy
1,633
+75
+5% +$15.3K 0.04% 124
2021
Q4 		$347K Buy
1,558
+599
+62% +$135K 0.04% 122
2021
Q3 		$210K Buy
+959
New +$213K 0.02% 144
2017
Q2 		– Sell
-2,369
Closed -$326K – 141
2017
Q1 		$326K Buy
+2,369
New +$324K 0.06% 105

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Eagle Ridge Investment Management's IWM Position: Q2 2022 in Review

Eagle Ridge Investment Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2022, closing a stake of 1,633 shares — an estimated $335K sold.

Eagle Ridge Investment Management first reported a position in IWM in Q1 2017 and held it in 4 quarters. The position peaked at $347K in Q4 2021. 1,856 funds tracked by Wall St. Rank hold IWM as of Q2 2022.

  • Eagle Ridge Investment Management reported no remaining iShares Russell 2000 ETF position as of Q2 2022 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 1,633 iShares Russell 2000 ETF shares in Q2 2022, an estimated $335K.
  • Eagle Ridge Investment Management first reported a position in iShares Russell 2000 ETF in Q1 2017 and held it in 4 quarters.
  • Eagle Ridge Investment Management's iShares Russell 2000 ETF position peaked at $347K in Q4 2021.
  • 1,856 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2022.

Based on Eagle Ridge Investment Management's 13F filing for Q2 2022, filed 19 Jul 2022.