Enterprise Trust & Investment’s iShares Russell 2000 ETF IWM Stock Holding History

Enterprise Trust & Investment’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	$99K	Hold	582	–	–	0.04%	100
2022 Q1	$119K	Hold	582	–	–	0.04%	92
2021 Q4	$129K	Hold	582	–	–	0.05%	96
2021 Q3	$127K	Hold	582	–	–	0.05%	91
2021 Q2	$133K	Hold	582	–	–	0.05%	87
2021 Q1	$129K	Hold	582	–	–	0.06%	86
2020 Q4	$123K	Hold	582	–	–	0.06%	88
2020 Q3	$87K	Hold	582	–	–	0.05%	91
2020 Q2	$83K	Buy	582 +532	+1,064%	+$69.8K	0.05%	92
2020 Q1	$6K	Buy	+50	New	+$7.46K	﹤0.01%	167

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Enterprise Trust & Investment's IWM Position: Q2 2022 in Review

Enterprise Trust & Investment held its iShares Russell 2000 ETF (IWM) position steady in Q2 2022 at 582 shares worth $99K. The position accounts for 0.04% of the portfolio, ranked #100.

Enterprise Trust & Investment first reported a position in IWM in Q1 2020 and has held it in 10 quarters since. The position peaked at $133K in Q2 2021. 1,856 funds tracked by Wall St. Rank hold IWM as of Q2 2022.

Enterprise Trust & Investment held 582 shares of iShares Russell 2000 ETF worth $99K as of Q2 2022.
Enterprise Trust & Investment left its iShares Russell 2000 ETF share count unchanged in Q2 2022.
iShares Russell 2000 ETF made up 0.04% of Enterprise Trust & Investment's portfolio in Q2 2022, its #100 holding.
Enterprise Trust & Investment first reported a position in iShares Russell 2000 ETF in Q1 2020 and has held it in 10 quarters since.
Enterprise Trust & Investment's iShares Russell 2000 ETF position peaked at $133K in Q2 2021.
1,856 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2022.

Based on Enterprise Trust & Investment's 13F filing for Q2 2022, filed 22 Jul 2022.