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

Karp 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
2022 Q1	–	Sell	-10,728	Closed	-$2.39M	–	147
2021 Q4	$2.39M	Buy	10,728 +26	+0.2%	+$5.88K	0.3%	81
2021 Q3	$2.34M	Buy	10,702 +1,785	+20%	+$396K	0.33%	85
2021 Q2	$2.04M	Buy	8,917 +2,639	+42%	+$593K	0.3%	85
2021 Q1	$1.39M	Buy	6,278 +1,919	+44%	+$419K	0.25%	79
2020 Q4	$855K	Buy	+4,359	New	+$763K	0.18%	80
2020 Q1	–	Sell	-18,753	Closed	-$3.11M	–	103
2019 Q4	$3.11M	Buy	18,753 +3,095	+20%	+$489K	0.82%	50
2019 Q3	$2.37M	Buy	15,658 +5,950	+61%	+$909K	0.69%	54
2019 Q2	$1.51M	Buy	9,708 +5,721	+143%	+$882K	0.48%	66
2019 Q1	$610K	Buy	3,987 +2,706	+211%	+$407K	0.22%	85
2018 Q4	$172K	Buy	+1,281	New	+$191K	0.08%	95
2017 Q3	–	Sell	-37,535	Closed	-$5.29M	–	113
2017 Q2	$5.29M	Buy	37,535 +11,630	+45%	+$1.61M	2.62%	7
2017 Q1	$3.56M	Sell	25,905 -95	-0.4%	-$13K	2.01%	14
2016 Q4	$3.51M	Buy	26,000 +2,433	+10%	+$311K	2.31%	10
2016 Q3	$2.93M	Buy	+23,567	New	+$2.86M	1.87%	19
2015 Q4	–	Sell	-1,365	Closed	-$149K	–	188
2015 Q3	$149K	Buy	1,365 +630	+86%	+$74.7K	0.1%	105
2015 Q2	$92K	Buy	735 +135	+23%	+$16.9K	0.06%	132
2015 Q1	$75K	Buy	+600	New	+$72.3K	0.05%	148

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

Karp Capital Management's IWM Position: Q1 2022 in Review

Karp Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2022, closing a stake of 10,728 shares — an estimated $2.39M sold.

Karp Capital Management first reported a position in IWM in Q1 2015 and held it in 17 quarters. The position peaked at $5.29M in Q2 2017. 1,937 funds tracked by Wall St. Rank hold IWM as of Q1 2022.

Karp Capital Management reported no remaining iShares Russell 2000 ETF position as of Q1 2022 after selling out during the quarter.
Karp Capital Management sold 10,728 iShares Russell 2000 ETF shares in Q1 2022, an estimated $2.39M.
Karp Capital Management first reported a position in iShares Russell 2000 ETF in Q1 2015 and held it in 17 quarters.
Karp Capital Management's iShares Russell 2000 ETF position peaked at $5.29M in Q2 2017.
1,937 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2022.

Based on Karp Capital Management's 13F filing for Q1 2022, filed 11 Apr 2022.