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NKCFO LLC’s iShares Russell 2000 ETF IWM Stock Holding History

NKCFO LLC’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
2021
Q4 		– Sell
-2,600
Closed -$569K – 111
2021
Q3 		$569K Buy
2,600
+725
+39% +$161K 0.19% 46
2021
Q2 		$430K Buy
1,875
+900
+92% +$202K 0.14% 51
2021
Q1 		$215K Hold
975
– – 0.08% 68
2020
Q4 		$191K Sell
975
-225
-19% -$39.4K 0.08% 59
2020
Q3 		$180K Buy
+1,200
New +$181K 0.08% 58
2020
Q1 		– Sell
-1,050
Closed -$174K – 107
2019
Q4 		$174K Buy
+1,050
New +$166K 0.13% 67

Other funds holding IWM

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Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return