HYA Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

HYA Advisors’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 Q2	$948K	Sell	5,595 -252	-4%	-$46.5K	0.37%	50
2022 Q1	$1.2M	Buy	5,847 +139	+2%	+$28.4K	0.42%	45
2021 Q4	$1.27M	Buy	5,708 +33	+0.6%	+$7.46K	0.46%	44
2021 Q3	$1.25M	Sell	5,675 -203	-3%	-$45K	0.5%	44
2021 Q2	$1.35M	Buy	5,878 +26	+0.4%	+$5.85K	0.56%	38
2021 Q1	$1.29M	Buy	5,852 +22	+0.4%	+$4.8K	0.61%	37
2020 Q4	$1.14M	Sell	5,830 -153	-3%	-$26.8K	0.61%	34
2020 Q3	$896K	Buy	5,983 +37	+0.6%	+$5.57K	0.54%	37
2020 Q2	$851K	Sell	5,946 -10	-0.2%	-$1.31K	0.56%	36
2020 Q1	$682K	Buy	5,956 +2,490	+72%	+$371K	0.56%	39
2019 Q4	$574K	Buy	+3,466	New	+$548K	0.37%	54

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

HYA Advisors's IWM Position: Q2 2022 in Review

HYA Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 4.3% in Q2 2022, selling an estimated $46.5K and leaving 5,595 shares worth $948K. The position accounts for 0.37% of the portfolio, ranked #50.

HYA Advisors first reported a position in IWM in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.35M in Q2 2021. 1,856 funds tracked by Wall St. Rank hold IWM as of Q2 2022.

HYA Advisors held 5,595 shares of iShares Russell 2000 ETF worth $948K as of Q2 2022.
HYA Advisors sold 252 iShares Russell 2000 ETF shares in Q2 2022, an estimated $46.5K.
iShares Russell 2000 ETF made up 0.37% of HYA Advisors's portfolio in Q2 2022, its #50 holding.
HYA Advisors first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 11 quarters since.
HYA Advisors's iShares Russell 2000 ETF position peaked at $1.35M in Q2 2021.
1,856 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2022.

Based on HYA Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.