Knightsbridge Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Knightsbridge Asset 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
2023 Q2	–	Sell	-1,209	Closed	-$216K	–	117
2023 Q1	$216K	Sell	1,209 -41	-3%	-$7.55K	0.04%	122
2022 Q4	$218K	Buy	1,250 +10	+0.8%	+$1.78K	0.04%	129
2022 Q3	$205K	Sell	1,240 -4,069	-77%	-$742K	0.04%	110
2022 Q2	$899K	Buy	5,309 +2,665	+101%	+$491K	0.18%	64
2022 Q1	$543K	Sell	2,644 -87	-3%	-$17.7K	0.18%	62
2021 Q4	$608K	Buy	2,731 +224	+9%	+$50.6K	0.2%	59
2021 Q3	$549K	Buy	2,507 +1,568	+167%	+$348K	0.19%	57
2021 Q2	$215K	Buy	+939	New	+$211K	0.08%	65

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Knightsbridge Asset Management's IWM Position: Q2 2023 in Review

Knightsbridge Asset Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2023, closing a stake of 1,209 shares — an estimated $216K sold.

Knightsbridge Asset Management first reported a position in IWM in Q2 2021 and held it in 8 quarters. The position peaked at $899K in Q2 2022. 1,959 funds tracked by Wall St. Rank hold IWM as of Q2 2023.

Knightsbridge Asset Management reported no remaining iShares Russell 2000 ETF position as of Q2 2023 after selling out during the quarter.
Knightsbridge Asset Management sold 1,209 iShares Russell 2000 ETF shares in Q2 2023, an estimated $216K.
Knightsbridge Asset Management first reported a position in iShares Russell 2000 ETF in Q2 2021 and held it in 8 quarters.
Knightsbridge Asset Management's iShares Russell 2000 ETF position peaked at $899K in Q2 2022.
1,959 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2023.

Based on Knightsbridge Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.