Glovista Investments’s iShares Russell 2000 ETF IWM Stock Holding History

Glovista Investments’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 Q3	–	Sell	-39,474	Closed	-$7.39M	–	39
2023 Q2	$7.39M	Buy	+39,474	New	+$7.04M	3.91%	7
2022 Q2	–	Sell	-3,598	Closed	-$739K	–	54
2022 Q1	$739K	Buy	+3,598	New	+$734K	0.22%	48
2018 Q4	–	Sell	-2,710	Closed	-$457K	–	99
2018 Q3	$457K	Hold	2,710	–	–	0.12%	74
2018 Q2	$444K	Sell	2,710 -815	-23%	-$130K	0.11%	81
2018 Q1	$536K	Hold	3,525	–	–	0.12%	60
2017 Q4	$537K	Buy	3,525 +150	+4%	+$22.5K	0.11%	65
2017 Q3	$500K	Buy	3,375 +150	+5%	+$21.1K	0.1%	76
2017 Q2	$455K	Sell	3,225 -280	-8%	-$38.8K	0.1%	80
2017 Q1	$483K	Hold	3,505	–	–	0.11%	83
2016 Q4	$473K	Sell	3,505 -500	-12%	-$63.9K	0.08%	62
2016 Q3	$497K	Hold	4,005	–	–	0.1%	57
2016 Q2	$460K	Hold	4,005	–	–	0.08%	65
2016 Q1	$443K	Sell	4,005 -750	-16%	-$77.6K	0.07%	64
2015 Q4	$536K	Buy	+4,755	New	+$548K	0.09%	48
2015 Q3	–	Sell	-2,000	Closed	-$250K	–	75
2015 Q2	$250K	Buy	+2,000	New	+$250K	0.03%	66
2015 Q1	–	Sell	-3,951	Closed	-$473K	–	90
2014 Q4	$473K	Buy	+3,951	New	+$452K	0.06%	55

Other funds holding IWM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Glovista Investments's IWM Position: Q3 2023 in Review

Glovista Investments sold out of iShares Russell 2000 ETF (IWM) in Q3 2023, closing a stake of 39,474 shares — an estimated $7.39M sold.

Glovista Investments first reported a position in IWM in Q4 2014 and held it in 16 quarters. The position peaked at $7.39M in Q2 2023. 1,914 funds tracked by Wall St. Rank hold IWM as of Q3 2023.

Glovista Investments reported no remaining iShares Russell 2000 ETF position as of Q3 2023 after selling out during the quarter.
Glovista Investments sold 39,474 iShares Russell 2000 ETF shares in Q3 2023, an estimated $7.39M.
Glovista Investments first reported a position in iShares Russell 2000 ETF in Q4 2014 and held it in 16 quarters.
Glovista Investments's iShares Russell 2000 ETF position peaked at $7.39M in Q2 2023.
1,914 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2023.

Based on Glovista Investments's 13F filing for Q3 2023, filed 11 Dec 2023.