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Noesis Capital Mangement’s iShares Russell 2000 ETF IWM Stock Holding History

Noesis Capital Mangement’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
-1,765
Closed -$393K – 129
2021
Q4 		$393K Buy
1,765
+95
+6% +$21.5K 0.08% 79
2021
Q3 		$365K Hold
1,670
– – 0.07% 82
2021
Q2 		$359K Buy
1,670
+270
+19% +$60.7K 0.07% 75
2021
Q1 		$309K Hold
1,400
– – 0.07% 84
2020
Q4 		$274K Hold
1,400
– – 0.07% 92
2020
Q3 		$210K Sell
1,400
-50
-3% -$7.52K 0.06% 102
2020
Q2 		$208K Buy
+1,450
New +$190K 0.07% 105
2018
Q4 		– Sell
-1,504
Closed -$253K – 90
2018
Q3 		$253K Sell
1,504
-300
-17% -$50.6K 0.09% 79
2018
Q2 		$295K Hold
1,804
– – 0.11% 72
2018
Q1 		$274K Buy
1,804
+304
+20% +$47K 0.1% 81
2017
Q4 		$229K Hold
1,500
– – 0.08% 92
2017
Q3 		$222K Hold
1,500
– – 0.08% 93
2017
Q2 		$211K Hold
1,500
– – 0.08% 96
2017
Q1 		$206K Buy
+1,500
New +$205K 0.08% 98
2015
Q2 		– Sell
-2,345
Closed -$292K – 112
2015
Q1 		$292K Buy
2,345
+275
+13% +$33.1K 0.12% 102
2014
Q4 		$248K Hold
2,070
– – 0.1% 102
2014
Q3 		$226K Hold
2,070
– – 0.1% 98
2014
Q2 		$246K Buy
2,070
+100
+5% +$11.4K 0.11% 98
2014
Q1 		$229K Sell
1,970
-325
-14% -$37.5K 0.11% 97
2013
Q4 		$265K Sell
2,295
-1,095
-32% -$121K 0.13% 95
2013
Q3 		$361K Hold
3,390
– – 0.19% 88
2013
Q2 		$329K Buy
+3,390
New +$324K 0.18% 91

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Noesis Capital Mangement's IWM Position: Q1 2022 in Review

Noesis Capital Mangement sold out of iShares Russell 2000 ETF (IWM) in Q1 2022, closing a stake of 1,765 shares — an estimated $393K sold.

Noesis Capital Mangement first reported a position in IWM in Q2 2013 and held it in 22 quarters. The position peaked at $393K in Q4 2021. 1,940 funds tracked by Wall St. Rank hold IWM as of Q1 2022.

  • Noesis Capital Mangement reported no remaining iShares Russell 2000 ETF position as of Q1 2022 after selling out during the quarter.
  • Noesis Capital Mangement sold 1,765 iShares Russell 2000 ETF shares in Q1 2022, an estimated $393K.
  • Noesis Capital Mangement first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 22 quarters.
  • Noesis Capital Mangement's iShares Russell 2000 ETF position peaked at $393K in Q4 2021.
  • 1,940 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2022.

Based on Noesis Capital Mangement's 13F filing for Q1 2022, filed 5 May 2022.