Investors Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Investors Financial Group’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 Q1	–	Sell	-9,293	Closed	-$2.07M	–	95
2021 Q4	$2.07M	Buy	9,293 +425	+5%	+$96K	0.96%	21
2021 Q3	$1.94M	Buy	8,868 +615	+7%	+$136K	1.03%	21
2021 Q2	$1.89M	Buy	8,253 +620	+8%	+$139K	1.02%	18
2021 Q1	$1.69M	Buy	7,633 +185	+2%	+$40.4K	0.99%	22
2020 Q4	$1.46M	Buy	7,448 +1,223	+20%	+$214K	0.96%	22
2020 Q3	$932K	Sell	6,225 -68	-1%	-$10.2K	0.7%	37
2020 Q2	$901K	Sell	6,293 -15	-0.2%	-$1.97K	0.74%	33
2020 Q1	$722K	Sell	6,308 -307	-5%	-$45.8K	0.73%	35
2019 Q4	$1.1M	Buy	+6,615	New	+$1.05M	0.89%	30

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Investors Financial Group's IWM Position: Q1 2022 in Review

Investors Financial Group sold out of iShares Russell 2000 ETF (IWM) in Q1 2022, closing a stake of 9,293 shares — an estimated $2.07M sold.

Investors Financial Group first reported a position in IWM in Q4 2019 and held it in 9 quarters. The position peaked at $2.07M in Q4 2021. 1,937 funds tracked by Wall St. Rank hold IWM as of Q1 2022.

Investors Financial Group reported no remaining iShares Russell 2000 ETF position as of Q1 2022 after selling out during the quarter.
Investors Financial Group sold 9,293 iShares Russell 2000 ETF shares in Q1 2022, an estimated $2.07M.
Investors Financial Group first reported a position in iShares Russell 2000 ETF in Q4 2019 and held it in 9 quarters.
Investors Financial Group's iShares Russell 2000 ETF position peaked at $2.07M in Q4 2021.
1,937 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.