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Gofen & Glossberg’s iShares Russell 2000 ETF IWM Stock Holding History

Gofen & Glossberg’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
Q4 		$8.19M Sell
46,949
-1,619
-3% -$288K 0.21% 109
2022
Q3 		$8.01M Buy
48,568
+1,957
+4% +$357K 0.23% 100
2022
Q2 		$7.89M Sell
46,611
-1,635
-3% -$301K 0.21% 105
2022
Q1 		$9.9M Sell
48,246
-207
-0.4% -$42.2K 0.23% 99
2021
Q4 		$10.8M Sell
48,453
-2,389
-5% -$540K 0.23% 97
2021
Q3 		$11.1M Buy
50,842
+2,272
+5% +$504K 0.26% 90
2021
Q2 		$11.1M Sell
48,570
-1,013
-2% -$228K 0.26% 88
2021
Q1 		$11M Buy
49,583
+1,492
+3% +$326K 0.28% 82
2020
Q4 		$9.43M Buy
48,091
+524
+1% +$91.7K 0.26% 88
2020
Q3 		$7.13M Sell
47,567
-8,686
-15% -$1.31M 0.22% 94
2020
Q2 		$8.05M Sell
56,253
-5,361
-9% -$703K 0.27% 84
2020
Q1 		$7.05M Buy
61,614
+13,731
+29% +$2.05M 0.28% 86
2019
Q4 		$7.93M Sell
47,883
-285
-0.6% -$45K 0.25% 91
2019
Q3 		$7.29M Sell
48,168
-710
-1% -$108K 0.25% 92
2019
Q2 		$7.6M Sell
48,878
-452
-0.9% -$69.7K 0.26% 89
2019
Q1 		$7.55M Buy
49,330
+351
+0.7% +$52.7K 0.27% 89
2018
Q4 		$6.56M Sell
48,979
-25
-0.1% -$3.73K 0.26% 93
2018
Q3 		$8.26M Sell
49,004
-2
-0% -$338 0.28% 90
2018
Q2 		$8.03M Buy
49,006
+6,283
+15% +$1.01M 0.3% 92
2018
Q1 		$6.49M Sell
42,723
-200
-0.5% -$30.9K 0.24% 97
2017
Q4 		$6.54M Buy
42,923
+50
+0.1% +$7.51K 0.23% 98
2017
Q3 		$6.35M Sell
42,873
-159
-0.4% -$22.4K 0.24% 98
2017
Q2 		$6.06M Buy
43,032
+1,612
+4% +$223K 0.23% 96
2017
Q1 		$5.69M Sell
41,420
-950
-2% -$130K 0.22% 95
2016
Q4 		$5.71M Sell
42,370
-150
-0.4% -$19.2K 0.23% 93
2016
Q3 		$5.28M Sell
42,520
-84
-0.2% -$10.2K 0.22% 98
2016
Q2 		$4.9M Buy
42,604
+200
+0.5% +$22.6K 0.21% 100
2016
Q1 		$4.69M Sell
42,404
-2,398
-5% -$248K 0.2% 105
2015
Q4 		$5.05M Sell
44,802
-796
-2% -$91.8K 0.22% 104
2015
Q3 		$4.98M Sell
45,598
-245
-0.5% -$29K 0.23% 102
2015
Q2 		$5.72M Buy
45,843
+1,351
+3% +$169K 0.24% 99
2015
Q1 		$5.53M Buy
44,492
+93
+0.2% +$11.2K 0.24% 97
2014
Q4 		$5.31M Sell
44,399
-950
-2% -$109K 0.23% 99
2014
Q3 		$4.96M Sell
45,349
-452
-1% -$51.7K 0.22% 103
2014
Q2 		$5.44M Sell
45,801
-134
-0.3% -$15.2K 0.24% 102
2014
Q1 		$5.4M Buy
45,935
+1,032
+2% +$119K 0.25% 99
2013
Q4 		$5.18M Sell
44,903
-333
-0.7% -$36.8K 0.24% 101
2013
Q3 		$4.82M Sell
45,236
-100
-0.2% -$10.3K 0.25% 98
2013
Q2 		$4.4M Buy
+45,336
New +$4.33M 0.24% 98

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Gofen & Glossberg's IWM Position: Q4 2022 in Review

Gofen & Glossberg reduced its iShares Russell 2000 ETF (IWM) stake by 3.3% in Q4 2022, selling an estimated $288K and leaving 46,949 shares worth $8.19M. The position accounts for 0.21% of the portfolio, ranked #109.

Gofen & Glossberg first reported a position in IWM in Q2 2013 and has held it in 39 quarters since. The position peaked at $11.1M in Q2 2021. 1,981 funds tracked by Wall St. Rank hold IWM as of Q4 2022.

  • Gofen & Glossberg held 46,949 shares of iShares Russell 2000 ETF worth $8.19M as of Q4 2022.
  • Gofen & Glossberg sold 1,619 iShares Russell 2000 ETF shares in Q4 2022, an estimated $288K.
  • iShares Russell 2000 ETF made up 0.21% of Gofen & Glossberg's portfolio in Q4 2022, its #109 holding.
  • Gofen & Glossberg first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 39 quarters since.
  • Gofen & Glossberg's iShares Russell 2000 ETF position peaked at $11.1M in Q2 2021.
  • 1,981 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.