First National Bank of South Miami’s iShares Russell 2000 ETF IWM Stock Holding History

First National Bank of South Miami’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 Q2	$331K	Buy	1,765 +3	+0.2%	+$535	0.27%	78
2023 Q1	$314K	Buy	1,762 +10	+0.6%	+$1.84K	0.25%	85
2022 Q4	$305K	Sell	1,752 -143	-8%	-$25.4K	0.23%	95
2022 Q3	$313K	Sell	1,895 -344	-15%	-$62.7K	0.24%	93
2022 Q2	$379K	Sell	2,239 -4	-0.2%	-$737	0.26%	90
2022 Q1	$460K	Buy	2,243 +217	+11%	+$44.3K	0.28%	82
2021 Q4	$451K	Buy	2,026 +69	+4%	+$15.6K	0.27%	84
2021 Q3	$428K	Buy	1,957 +189	+11%	+$41.9K	0.29%	80
2021 Q2	$406K	Sell	1,768 -45	-2%	-$10.1K	0.28%	82
2021 Q1	$401K	Buy	1,813 +801	+79%	+$175K	0.31%	79
2020 Q4	$198K	Sell	1,012 -130	-11%	-$22.7K	0.17%	109
2020 Q3	$171K	Buy	1,142 +753	+194%	+$113K	0.16%	110
2020 Q2	$56K	Buy	389 +89	+30%	+$11.7K	0.06%	156
2020 Q1	$34K	Hold	300	–	–	0.04%	170
2019 Q4	$50K	Hold	300	–	–	0.05%	165
2019 Q3	$45K	Hold	300	–	–	0.04%	182
2019 Q2	$47K	Hold	300	–	–	0.04%	182
2019 Q1	$46K	Hold	300	–	–	0.04%	184
2018 Q4	$45K	Buy	+300	New	+$44.8K	0.04%	184

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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 $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

First National Bank of South Miami's IWM Position: Q2 2023 in Review

First National Bank of South Miami increased its iShares Russell 2000 ETF (IWM) stake by 0.17% in Q2 2023, buying an estimated $535 and bringing the position to 1,765 shares worth $331K. The position accounts for 0.27% of the portfolio, ranked #78.

First National Bank of South Miami first reported a position in IWM in Q4 2018 and has held it in 19 quarters since. The position peaked at $460K in Q1 2022. 1,960 funds tracked by Wall St. Rank hold IWM as of Q2 2023.

First National Bank of South Miami held 1,765 shares of iShares Russell 2000 ETF worth $331K as of Q2 2023.
First National Bank of South Miami bought 3 iShares Russell 2000 ETF shares in Q2 2023, an estimated $535.
iShares Russell 2000 ETF made up 0.27% of First National Bank of South Miami's portfolio in Q2 2023, its #78 holding.
First National Bank of South Miami first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 19 quarters since.
First National Bank of South Miami's iShares Russell 2000 ETF position peaked at $460K in Q1 2022.
1,960 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.