Hills Bank & Trust’s iShares Russell 2000 ETF IWM Stock Holding History

Hills Bank & Trust’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	-800	Closed	-$150K	–	272
2023 Q2	$150K	Sell	800 -73	-8%	-$13K	0.02%	222
2023 Q1	$156K	Buy	873 +60	+7%	+$11K	0.02%	223
2022 Q4	$142K	Sell	813 -100	-11%	-$17.8K	0.02%	229
2022 Q3	$151K	Sell	913 -87	-9%	-$15.9K	0.02%	213
2022 Q2	$169K	Sell	1,000 -1	-0.1%	-$184	0.03%	206
2022 Q1	$205K	Hold	1,001	–	–	0.03%	199
2021 Q4	$223K	Buy	1,001 +23	+2%	+$5.2K	0.03%	201
2021 Q3	$214K	Hold	978	–	–	0.03%	195
2021 Q2	$224K	Hold	978	–	–	0.03%	189
2021 Q1	$216K	Buy	+978	New	+$214K	0.04%	186

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

Hills Bank & Trust's IWM Position: Q3 2023 in Review

Hills Bank & Trust sold out of iShares Russell 2000 ETF (IWM) in Q3 2023, closing a stake of 800 shares — an estimated $150K sold.

Hills Bank & Trust first reported a position in IWM in Q1 2021 and held it in 10 quarters. The position peaked at $224K in Q2 2021. 1,914 funds tracked by Wall St. Rank hold IWM as of Q3 2023.

Hills Bank & Trust reported no remaining iShares Russell 2000 ETF position as of Q3 2023 after selling out during the quarter.
Hills Bank & Trust sold 800 iShares Russell 2000 ETF shares in Q3 2023, an estimated $150K.
Hills Bank & Trust first reported a position in iShares Russell 2000 ETF in Q1 2021 and held it in 10 quarters.
Hills Bank & Trust's iShares Russell 2000 ETF position peaked at $224K in Q2 2021.
1,914 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2023.

Based on Hills Bank & Trust's 13F filing for Q3 2023, filed 26 Oct 2023.