Key Bridge Compliance’s iShares Russell 2000 ETF IWM Stock Holding History

Key Bridge Compliance’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 Q3	$4.17M	Buy	+23,587	New	+$4.43M	1.31%	19

Other funds holding IWM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Key Bridge Compliance's IWM Position: Q3 2023 in Review

Key Bridge Compliance opened a new position in iShares Russell 2000 ETF (IWM) in Q3 2023: 23,587 shares worth $4.17M. The stake represents 1.31% of the portfolio and ranks #19 among its holdings.

1,916 funds tracked by Wall St. Rank hold IWM as of Q3 2023.

Key Bridge Compliance held 23,587 shares of iShares Russell 2000 ETF worth $4.17M as of Q3 2023.
iShares Russell 2000 ETF was a new Key Bridge Compliance position in Q3 2023.
iShares Russell 2000 ETF made up 1.31% of Key Bridge Compliance's portfolio in Q3 2023, its #19 holding.
1,916 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2023.

Based on Key Bridge Compliance's 13F filing for Q3 2023, filed 13 Oct 2023.