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Hunter Perkins Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Hunter Perkins Capital Management’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
-2,212
Closed -$385K – 118
2022
Q4 		$385K Sell
2,212
-1,625
-42% -$289K 0.09% 79
2022
Q3 		$633K Buy
+3,837
New +$700K 0.15% 63

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Hunter Perkins Capital Management's IWM Position: Q1 2023 in Review

Hunter Perkins Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2023, closing a stake of 2,212 shares — an estimated $385K sold.

Hunter Perkins Capital Management first reported a position in IWM in Q3 2022 and held it in 2 quarters. The position peaked at $633K in Q3 2022. 1,903 funds tracked by Wall St. Rank hold IWM as of Q1 2023.

  • Hunter Perkins Capital Management reported no remaining iShares Russell 2000 ETF position as of Q1 2023 after selling out during the quarter.
  • Hunter Perkins Capital Management sold 2,212 iShares Russell 2000 ETF shares in Q1 2023, an estimated $385K.
  • Hunter Perkins Capital Management first reported a position in iShares Russell 2000 ETF in Q3 2022 and held it in 2 quarters.
  • Hunter Perkins Capital Management's iShares Russell 2000 ETF position peaked at $633K in Q3 2022.
  • 1,903 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2023.

Based on Hunter Perkins Capital Management's 13F filing for Q1 2023, filed 14 Apr 2023.