Evelyn V. Moreno’s iShares Russell 2000 ETF IWM Stock Holding History

Evelyn V. Moreno’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
2023 Q4	$861K	Sell	4,288 -8,960	-68%	-$1.61M	0.41%	57
2023 Q3	$2.34M	Hold	13,248	–	–	0.51%	54
2023 Q2	$2.48M	Hold	13,248	–	–	0.53%	54
2023 Q1	$2.36M	Hold	13,248	–	–	0.54%	54
2022 Q4	$2.31M	Buy	+13,248	New	+$2.36M	0.53%	57
2022 Q3	–	Sell	-16,217	Closed	-$2.75M	–	153
2022 Q2	$2.75M	Hold	16,217	–	–	0.64%	49
2022 Q1	$3.33M	Hold	16,217	–	–	0.67%	45
2021 Q4	$3.61M	Buy	16,217 +1,394	+9%	+$315K	0.72%	47
2021 Q3	$3.24M	Hold	14,823	–	–	0.76%	44
2021 Q2	$3.4M	Sell	14,823 -75	-0.5%	-$16.9K	0.8%	44
2021 Q1	$3.29M	Sell	14,898 -2,056	-12%	-$449K	0.78%	45
2020 Q4	$3.32M	Sell	16,954 -1,695	-9%	-$297K	0.83%	44
2020 Q3	$2.79M	Sell	18,649 -4,532	-20%	-$682K	0.76%	47
2020 Q2	$3.32M	Hold	23,181	–	–	0.97%	41
2020 Q1	$2.65M	Sell	23,181 -745	-3%	-$111K	0.9%	43
2019 Q4	$3.96M	Sell	23,926 -75	-0.3%	-$11.9K	1.07%	39
2019 Q3	$3.63M	Sell	24,001 -13	-0.1%	-$1.99K	1%	42
2019 Q2	$3.73M	Buy	24,014 +63	+0.3%	+$9.71K	1.14%	39
2019 Q1	$3.67M	Hold	23,951	–	–	1.08%	40
2018 Q4	$3.21M	Hold	23,951	–	–	1.06%	39
2018 Q3	$4.04M	Sell	23,951 -70	-0.3%	-$11.8K	1.13%	40
2018 Q2	$3.93M	Sell	24,021 -50	-0.2%	-$8K	1.15%	40
2018 Q1	$3.65M	Buy	24,071 +85	+0.4%	+$13.1K	1.12%	40
2017 Q4	$3.66M	Hold	23,986	–	–	1.11%	39
2017 Q3	$3.56M	Hold	23,986	–	–	1.06%	39
2017 Q2	$3.38M	Buy	23,986 +100	+0.4%	+$13.8K	1.04%	43
2017 Q1	$3.28M	Hold	23,886	–	–	1%	43
2016 Q4	$3.22M	Hold	23,886	–	–	1.16%	41
2016 Q3	$2.97M	Hold	23,886	–	–	1.09%	44
2016 Q2	$2.75M	Buy	23,886 +5,700	+31%	+$643K	1.04%	43
2016 Q1	$2.01M	Hold	18,186	–	–	0.78%	48
2015 Q4	$2.05M	Buy	18,186 +90	+0.5%	+$10.4K	0.85%	49
2015 Q3	$1.98M	Hold	18,096	–	–	0.85%	51
2015 Q2	$2.26M	Sell	18,096 -6	-0%	-$750	0.9%	51
2015 Q1	$2.25M	Hold	18,102	–	–	0.85%	52
2014 Q4	$2.17M	Hold	18,102	–	–	0.8%	54
2014 Q3	$1.98M	Hold	18,102	–	–	0.76%	56
2014 Q2	$2.15M	Hold	18,102	–	–	0.81%	55
2014 Q1	$2.11M	Sell	18,102 -1,757	-9%	-$203K	0.83%	55
2013 Q4	$2.29M	Buy	+19,859	New	+$2.19M	0.95%	54

Other funds holding IWM

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

Evelyn V. Moreno's IWM Position: Q4 2023 in Review

Evelyn V. Moreno reduced its iShares Russell 2000 ETF (IWM) stake by 68% in Q4 2023, selling an estimated $1.61M and leaving 4,288 shares worth $861K. The position accounts for 0.41% of the portfolio, ranked #57.

Evelyn V. Moreno first reported a position in IWM in Q4 2013 and has held it in 40 quarters since. The position peaked at $4.04M in Q3 2018. 2,211 funds tracked by Wall St. Rank hold IWM as of Q4 2023.

Evelyn V. Moreno held 4,288 shares of iShares Russell 2000 ETF worth $861K as of Q4 2023.
Evelyn V. Moreno sold 8,960 iShares Russell 2000 ETF shares in Q4 2023, an estimated $1.61M.
iShares Russell 2000 ETF made up 0.41% of Evelyn V. Moreno's portfolio in Q4 2023, its #57 holding.
Evelyn V. Moreno first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 40 quarters since.
Evelyn V. Moreno's iShares Russell 2000 ETF position peaked at $4.04M in Q3 2018.
2,211 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.