Iron Gate Global Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Iron Gate Global 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
2021 Q4	–	Sell	-86	Closed	-$555K	–	121
2021 Q3	$555K	Buy	+86	New	+$19.1K	0.15%	61
2018 Q4	–	Sell	-100	Closed	-$15K	–	150
2018 Q3	$15K	Sell	100 -70	-41%	-$11.8K	0.01%	157
2018 Q2	$28K	Buy	+170	New	+$27.2K	0.02%	107

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Iron Gate Global Advisors's IWM Position: Q4 2021 in Review

Iron Gate Global Advisors sold out of iShares Russell 2000 ETF (IWM) in Q4 2021, closing a stake of 86 shares — an estimated $555K sold.

Iron Gate Global Advisors first reported a position in IWM in Q2 2018 and held it in 3 quarters. The position peaked at $555K in Q3 2021. 2,034 funds tracked by Wall St. Rank hold IWM as of Q4 2021.

Iron Gate Global Advisors reported no remaining iShares Russell 2000 ETF position as of Q4 2021 after selling out during the quarter.
Iron Gate Global Advisors sold 86 iShares Russell 2000 ETF shares in Q4 2021, an estimated $555K.
Iron Gate Global Advisors first reported a position in iShares Russell 2000 ETF in Q2 2018 and held it in 3 quarters.
Iron Gate Global Advisors's iShares Russell 2000 ETF position peaked at $555K in Q3 2021.
2,034 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2021.

Based on Iron Gate Global Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.