L.J. Altfest & Co’s iShares Russell 2000 ETF IWM Stock Holding History

L.J. Altfest & Co’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	-971	Closed	-$216K	–	270
2021 Q4	$216K	Sell	971 -2,547	-72%	-$576K	0.04%	231
2021 Q3	$770K	Hold	3,518	–	–	0.16%	101
2021 Q2	$807K	Buy	3,518 +2	+0.1%	+$450	0.17%	101
2021 Q1	$777K	Hold	3,516	–	–	0.18%	101
2020 Q4	$689K	Sell	3,516 -29	-0.8%	-$5.08K	0.17%	106
2020 Q3	$531K	Buy	3,545 +2	+0.1%	+$301	0.14%	115
2020 Q2	$507K	Buy	3,543 +14	+0.4%	+$1.84K	0.15%	109
2020 Q1	$404K	Buy	3,529 +20	+0.6%	+$2.98K	0.13%	115
2019 Q4	$581K	Buy	3,509 +4	+0.1%	+$632	0.15%	98
2019 Q3	$530K	Sell	3,505 -100	-3%	-$15.3K	0.14%	98
2019 Q2	$561K	Buy	3,605 +102	+3%	+$15.7K	0.15%	96
2019 Q1	$536K	Sell	3,503 -336	-9%	-$50.5K	0.13%	99
2018 Q4	$514K	Buy	3,839 +3	+0.1%	+$448	0.14%	92
2018 Q3	$646K	Buy	3,836 +532	+16%	+$89.8K	0.19%	92
2018 Q2	$541K	Hold	3,304	–	–	0.2%	96
2018 Q1	$502K	Hold	3,304	–	–	0.22%	103
2017 Q4	$504K	Buy	3,304 +1,889	+133%	+$284K	0.19%	107
2017 Q3	$210K	Sell	1,415 -158	-10%	-$22.2K	0.1%	132
2017 Q2	$222K	Sell	1,573 -234	-13%	-$32.4K	0.13%	130
2017 Q1	$248K	Buy	+1,807	New	+$247K	0.1%	122
2015 Q4	–	Sell	-1,204	Closed	-$131K	–	107
2015 Q3	$131K	Buy	+1,204	New	+$143K	0.13%	103

Other funds holding IWM

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

L.J. Altfest & Co's IWM Position: Q1 2022 in Review

L.J. Altfest & Co sold out of iShares Russell 2000 ETF (IWM) in Q1 2022, closing a stake of 971 shares — an estimated $216K sold.

L.J. Altfest & Co first reported a position in IWM in Q3 2015 and held it in 21 quarters. The position peaked at $807K in Q2 2021. 1,939 funds tracked by Wall St. Rank hold IWM as of Q1 2022.

L.J. Altfest & Co reported no remaining iShares Russell 2000 ETF position as of Q1 2022 after selling out during the quarter.
L.J. Altfest & Co sold 971 iShares Russell 2000 ETF shares in Q1 2022, an estimated $216K.
L.J. Altfest & Co first reported a position in iShares Russell 2000 ETF in Q3 2015 and held it in 21 quarters.
L.J. Altfest & Co's iShares Russell 2000 ETF position peaked at $807K in Q2 2021.
1,939 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2022.

Based on L.J. Altfest & Co's 13F filing for Q1 2022, filed 2 May 2022.