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Investment House LLC’s iShares Russell 2000 ETF IWM Stock Holding History

Investment House LLC’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 		– Sell
-13,199
Closed -$2.18M – 178
2022
Q3 		$2.18M Buy
+13,199
New +$2.41M 0.2% 79
2022
Q1 		– Sell
-3,688
Closed -$820K – 177
2021
Q4 		$820K Buy
+3,688
New +$833K 0.05% 119
2020
Q3 		– Sell
-29,655
Closed -$4.25M – 209
2020
Q2 		$4.25M Buy
+29,655
New +$3.89M 0.37% 64

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

Investment House LLC's IWM Position: Q4 2022 in Review

Investment House LLC sold out of iShares Russell 2000 ETF (IWM) in Q4 2022, closing a stake of 13,199 shares — an estimated $2.18M sold.

Investment House LLC first reported a position in IWM in Q2 2020 and held it in 3 quarters. The position peaked at $4.25M in Q2 2020. 1,982 funds tracked by Wall St. Rank hold IWM as of Q4 2022.

  • Investment House LLC reported no remaining iShares Russell 2000 ETF position as of Q4 2022 after selling out during the quarter.
  • Investment House LLC sold 13,199 iShares Russell 2000 ETF shares in Q4 2022, an estimated $2.18M.
  • Investment House LLC first reported a position in iShares Russell 2000 ETF in Q2 2020 and held it in 3 quarters.
  • Investment House LLC's iShares Russell 2000 ETF position peaked at $4.25M in Q2 2020.
  • 1,982 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2022.

Based on Investment House LLC's 13F filing for Q4 2022, filed 7 Feb 2023.