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

Infini 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	-19,150	Closed	-$3.34M	–	7
2022 Q4	$3.34M	Sell	19,150 -37,050	-66%	-$6.59M	13.39%	3
2022 Q3	$9.27M	Sell	56,200 -6,140	-10%	-$1.12M	13.76%	3
2022 Q2	$10.6M	Buy	62,340 +26,290	+73%	+$4.85M	14.2%	3
2022 Q1	$7.4M	Buy	+36,050	New	+$7.35M	14.74%	3
2021 Q4	–	Sell	-23,950	Closed	-$5.24M	–	35
2021 Q3	$5.24M	Buy	+23,950	New	+$5.31M	19.18%	2

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

Infini Capital Management's IWM Position: Q1 2023 in Review

Infini Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2023, closing a stake of 19,150 shares — an estimated $3.34M sold.

Infini Capital Management first reported a position in IWM in Q3 2021 and held it in 5 quarters. The position peaked at $10.6M in Q2 2022. 1,903 funds tracked by Wall St. Rank hold IWM as of Q1 2023.

Infini Capital Management reported no remaining iShares Russell 2000 ETF position as of Q1 2023 after selling out during the quarter.
Infini Capital Management sold 19,150 iShares Russell 2000 ETF shares in Q1 2023, an estimated $3.34M.
Infini Capital Management first reported a position in iShares Russell 2000 ETF in Q3 2021 and held it in 5 quarters.
Infini Capital Management's iShares Russell 2000 ETF position peaked at $10.6M in Q2 2022.
1,903 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2023.

Based on Infini Capital Management's 13F filing for Q1 2023, filed 15 May 2023.