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Investment Management of Virginia’s iShares Russell 2000 ETF IWM Stock Holding History

Investment Management of Virginia’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 		$1.16M Sell
6,525
-12,375
-65% -$2.28M 0.22% 118
2022
Q4 		$3.3M Buy
18,900
+17,247
+1,043% +$3.07M 0.65% 57
2022
Q3 		$273K Sell
1,653
-3,077
-65% -$561K 0.06% 161
2022
Q2 		$801K Sell
4,730
-1,608
-25% -$296K 0.16% 127
2022
Q1 		$1.3M Sell
6,338
-1,455
-19% -$297K 0.23% 107
2021
Q4 		$1.73M Sell
7,793
-6,595
-46% -$1.49M 0.28% 99
2021
Q3 		$3.15M Sell
14,388
-3,247
-18% -$720K 0.6% 62
2021
Q2 		$4.04M Sell
17,635
-2,675
-13% -$601K 0.78% 47
2021
Q1 		$4.49M Buy
20,310
+5,285
+35% +$1.15M 0.9% 33
2020
Q4 		$2.95M Buy
15,025
+2,693
+22% +$471K 0.64% 57
2020
Q3 		$1.85M Sell
12,332
-7,280
-37% -$1.1M 0.46% 65
2020
Q2 		$2.81M Buy
19,612
+9,015
+85% +$1.18M 0.7% 49
2020
Q1 		$1.21M Sell
10,597
-2,876
-21% -$429K 0.37% 84
2019
Q4 		$2.23M Sell
13,473
-4,235
-24% -$669K 0.51% 60
2019
Q3 		$2.68M Buy
+17,708
New +$2.7M 0.66% 47
2016
Q1 		– Sell
-3,300
Closed -$372K – 149
2015
Q4 		$372K Buy
+3,300
New +$381K 0.1% 135
2015
Q1 		– Sell
-21,075
Closed -$2.52M – 153
2014
Q4 		$2.52M Buy
+21,075
New +$2.41M 0.53% 65

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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 $6.73T AUM 46.02% 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

Investment Management of Virginia's IWM Position: Q1 2023 in Review

Investment Management of Virginia reduced its iShares Russell 2000 ETF (IWM) stake by 65% in Q1 2023, selling an estimated $2.28M and leaving 6,525 shares worth $1.16M. The position accounts for 0.22% of the portfolio, ranked #118.

Investment Management of Virginia first reported a position in IWM in Q4 2014 and has held it in 17 quarters since. The position peaked at $4.49M in Q1 2021. 1,905 funds tracked by Wall St. Rank hold IWM as of Q1 2023.

  • Investment Management of Virginia held 6,525 shares of iShares Russell 2000 ETF worth $1.16M as of Q1 2023.
  • Investment Management of Virginia sold 12,375 iShares Russell 2000 ETF shares in Q1 2023, an estimated $2.28M.
  • iShares Russell 2000 ETF made up 0.22% of Investment Management of Virginia's portfolio in Q1 2023, its #118 holding.
  • Investment Management of Virginia first reported a position in iShares Russell 2000 ETF in Q4 2014 and has held it in 17 quarters since.
  • Investment Management of Virginia's iShares Russell 2000 ETF position peaked at $4.49M in Q1 2021.
  • 1,905 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2023.

Based on Investment Management of Virginia's 13F filing for Q1 2023, filed 26 Apr 2023.