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

Legion Partners 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
2022 Q4	–	Sell	-5,000	Closed	-$825K	–	16
2022 Q3	$825K	Hold	5,000	–	–	0.3%	14
2022 Q2	$847K	Buy	+5,000	New	+$922K	0.22%	19

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

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

Legion Partners Asset Management's IWM Position: Q4 2022 in Review

Legion Partners Asset Management sold out of iShares Russell 2000 ETF (IWM) in Q4 2022, closing a stake of 5,000 shares — an estimated $825K sold.

Legion Partners Asset Management first reported a position in IWM in Q2 2022 and held it in 2 quarters. The position peaked at $847K in Q2 2022. 1,982 funds tracked by Wall St. Rank hold IWM as of Q4 2022.

Legion Partners Asset Management reported no remaining iShares Russell 2000 ETF position as of Q4 2022 after selling out during the quarter.
Legion Partners Asset Management sold 5,000 iShares Russell 2000 ETF shares in Q4 2022, an estimated $825K.
Legion Partners Asset Management first reported a position in iShares Russell 2000 ETF in Q2 2022 and held it in 2 quarters.
Legion Partners Asset Management's iShares Russell 2000 ETF position peaked at $847K in Q2 2022.
1,982 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2022.

Based on Legion Partners Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.