Leeward Investments’s iShares Russell 2000 ETF IWM Stock Holding History

Leeward Investments’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 Q4	–	Sell	-1,357	Closed	-$240K	–	147
2023 Q3	$240K	Buy	+1,357	New	+$255K	0.01%	144
2023 Q1	–	Sell	-1,993	Closed	-$347K	–	144
2022 Q4	$347K	Buy	+1,993	New	+$354K	0.02%	141
2022 Q3	–	Sell	-4,267	Closed	-$723K	–	145
2022 Q2	$723K	Buy	+4,267	New	+$787K	0.03%	143

Other funds holding IWM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 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

Leeward Investments's IWM Position: Q4 2023 in Review

Leeward Investments sold out of iShares Russell 2000 ETF (IWM) in Q4 2023, closing a stake of 1,357 shares — an estimated $240K sold.

Leeward Investments first reported a position in IWM in Q2 2022 and held it in 3 quarters. The position peaked at $723K in Q2 2022. 2,211 funds tracked by Wall St. Rank hold IWM as of Q4 2023.

Leeward Investments reported no remaining iShares Russell 2000 ETF position as of Q4 2023 after selling out during the quarter.
Leeward Investments sold 1,357 iShares Russell 2000 ETF shares in Q4 2023, an estimated $240K.
Leeward Investments first reported a position in iShares Russell 2000 ETF in Q2 2022 and held it in 3 quarters.
Leeward Investments's iShares Russell 2000 ETF position peaked at $723K in Q2 2022.
2,211 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2023.

Based on Leeward Investments's 13F filing for Q4 2023, filed 2 Feb 2024.