Kore Private Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Kore Private Wealth’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 Q3	$476K	Buy	2,885 +1,085	+60%	+$198K	0.09%	140
2022 Q2	$305K	Sell	1,800 -782	-30%	-$144K	0.05%	214
2022 Q1	$530K	Buy	2,582 +889	+53%	+$181K	0.07%	166
2021 Q4	$377K	Sell	1,693 -23	-1%	-$5.2K	0.05%	208
2021 Q3	$375K	Sell	1,716 -18,992	-92%	-$4.21M	0.04%	284
2021 Q2	$4.75M	Sell	20,708 -59	-0.3%	-$13.3K	0.53%	38
2021 Q1	$4.59M	Buy	20,767 +272	+1%	+$59.4K	0.62%	32
2020 Q4	$4.02M	Sell	20,495 -433	-2%	-$75.8K	0.62%	32
2020 Q3	$3.13M	Sell	20,928 -833	-4%	-$125K	0.61%	33
2020 Q2	$3.12M	Buy	21,761 +339	+2%	+$44.5K	0.64%	36
2020 Q1	$2.45M	Buy	21,422 +20,447	+2,097%	+$3.05M	0.59%	45
2019 Q4	$162K	Buy	+975	New	+$154K	0.03%	281
2019 Q2	–	Sell	-641	Closed	-$98K	–	516
2019 Q1	$98K	Sell	641 -864	-57%	-$130K	0.02%	289
2018 Q4	$202K	Buy	+1,505	New	+$225K	0.06%	197

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

Kore Private Wealth's IWM Position: Q3 2022 in Review

Kore Private Wealth increased its iShares Russell 2000 ETF (IWM) stake by 60% in Q3 2022, buying an estimated $198K and bringing the position to 2,885 shares worth $476K. The position accounts for 0.09% of the portfolio, ranked #140.

Kore Private Wealth first reported a position in IWM in Q4 2018 and has held it in 14 quarters since. The position peaked at $4.75M in Q2 2021. 1,855 funds tracked by Wall St. Rank hold IWM as of Q3 2022.

Kore Private Wealth held 2,885 shares of iShares Russell 2000 ETF worth $476K as of Q3 2022.
Kore Private Wealth bought 1,085 iShares Russell 2000 ETF shares in Q3 2022, an estimated $198K.
iShares Russell 2000 ETF made up 0.09% of Kore Private Wealth's portfolio in Q3 2022, its #140 holding.
Kore Private Wealth first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 14 quarters since.
Kore Private Wealth's iShares Russell 2000 ETF position peaked at $4.75M in Q2 2021.
1,855 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.