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Marvin & Palmer Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Marvin & Palmer Associates’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
Q1 		– Sell
-53,607
Closed -$9.35M – 31
2022
Q4 		$9.35M Buy
+53,607
New +$9.53M 4.92% 8

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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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BlackRock
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JP Morgan Chase
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Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Marvin & Palmer Associates's IWM Position: Q1 2023 in Review

Marvin & Palmer Associates sold out of iShares Russell 2000 ETF (IWM) in Q1 2023, closing a stake of 53,607 shares — an estimated $9.35M sold.

Marvin & Palmer Associates first reported a position in IWM in Q4 2022 and held it in 1 quarter. The position peaked at $9.35M in Q4 2022. 1,903 funds tracked by Wall St. Rank hold IWM as of Q1 2023.

  • Marvin & Palmer Associates reported no remaining iShares Russell 2000 ETF position as of Q1 2023 after selling out during the quarter.
  • Marvin & Palmer Associates sold 53,607 iShares Russell 2000 ETF shares in Q1 2023, an estimated $9.35M.
  • Marvin & Palmer Associates first reported a position in iShares Russell 2000 ETF in Q4 2022 and held it in 1 quarter.
  • Marvin & Palmer Associates's iShares Russell 2000 ETF position peaked at $9.35M in Q4 2022.
  • 1,903 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2023.

Based on Marvin & Palmer Associates's 13F filing for Q1 2023, filed 12 May 2023.