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Ford Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Ford Financial Group’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
Q1 		– Sell
-2,630
Closed -$458K – 52
2022
Q4 		$458K Sell
2,630
-247
-9% -$43.9K 0.18% 77
2022
Q3 		$474K Sell
2,877
-5,387
-65% -$983K 0.2% 77
2022
Q2 		$1.4M Sell
8,264
-1,209
-13% -$223K 0.57% 38
2022
Q1 		$1.94M Sell
9,473
-5,277
-36% -$1.08M 0.74% 31
2021
Q4 		$3.28M Sell
14,750
-1,289
-8% -$291K 0.65% 26
2021
Q3 		$3.51M Buy
16,039
+489
+3% +$108K 1.35% 23
2021
Q2 		$3.57M Buy
15,550
+234
+2% +$52.6K 1.33% 21
2021
Q1 		$3.38M Buy
15,316
+509
+3% +$111K 1.45% 20
2020
Q4 		$2.9M Buy
14,807
+3,225
+28% +$564K 1.37% 21
2020
Q3 		$1.74M Buy
11,582
+209
+2% +$31.4K 0.94% 23
2020
Q2 		$1.63M Sell
11,373
-980
-8% -$129K 0.91% 23
2020
Q1 		$1.41M Buy
12,353
+14
+0.1% +$2.09K 0.94% 22
2019
Q4 		$2.04M Buy
12,339
+261
+2% +$41.2K 1.18% 17
2019
Q3 		$1.83M Buy
12,078
+752
+7% +$115K 1.17% 17
2019
Q2 		$1.76M Sell
11,326
-96
-0.8% -$14.8K 1.19% 17
2019
Q1 		$1.75M Buy
11,422
+47
+0.4% +$7.06K 1.25% 15
2018
Q4 		$1.52M Buy
+11,375
New +$1.7M 1.15% 17
2018
Q2 		– Sell
-8,056
Closed -$1.22M – 44
2018
Q1 		$1.22M Buy
8,056
+203
+3% +$31.4K 0.96% 18
2017
Q4 		$1.22M Buy
+7,853
New +$1.18M 0.92% 18

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Ford Financial Group's IWM Position: Q1 2023 in Review

Ford Financial Group sold out of iShares Russell 2000 ETF (IWM) in Q1 2023, closing a stake of 2,630 shares — an estimated $458K sold.

Ford Financial Group first reported a position in IWM in Q4 2017 and held it in 19 quarters. The position peaked at $3.57M in Q2 2021. 1,907 funds tracked by Wall St. Rank hold IWM as of Q1 2023.

  • Ford Financial Group reported no remaining iShares Russell 2000 ETF position as of Q1 2023 after selling out during the quarter.
  • Ford Financial Group sold 2,630 iShares Russell 2000 ETF shares in Q1 2023, an estimated $458K.
  • Ford Financial Group first reported a position in iShares Russell 2000 ETF in Q4 2017 and held it in 19 quarters.
  • Ford Financial Group's iShares Russell 2000 ETF position peaked at $3.57M in Q2 2021.
  • 1,907 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.