Norway Savings Bank’s iShares Russell 2000 ETF IWM Stock Holding History

Norway Savings Bank’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	-50	Closed	-$11K	–	322
2021 Q3	$11K	Hold	50	–	–	0.01%	265
2021 Q2	$11K	Hold	50	–	–	0.01%	269
2021 Q1	$11K	Hold	50	–	–	0.01%	267
2020 Q4	$10K	Hold	50	–	–	0.01%	283
2020 Q3	$7K	Sell	50 -116	-70%	-$17.5K	﹤0.01%	265
2020 Q2	$24K	Hold	166	–	–	0.02%	193
2020 Q1	$19K	Hold	166	–	–	0.02%	197
2019 Q4	$28K	Hold	166	–	–	0.02%	192
2019 Q3	$25K	Hold	166	–	–	0.02%	186
2019 Q2	$26K	Hold	166	–	–	0.02%	186
2019 Q1	$25K	Hold	166	–	–	0.02%	184
2018 Q4	$22K	Hold	166	–	–	0.02%	190
2018 Q3	$28K	Hold	166	–	–	0.02%	185
2018 Q2	$27K	Buy	166 +50	+43%	+$8K	0.02%	186
2018 Q1	$18K	Sell	116 -149	-56%	-$23K	0.02%	196
2017 Q4	$40K	Hold	265	–	–	0.04%	175
2017 Q3	$39K	Hold	265	–	–	0.04%	177
2017 Q2	$37K	Hold	265	–	–	0.04%	181
2017 Q1	$36K	Hold	265	–	–	0.04%	168
2016 Q4	$36K	Buy	+265	New	+$33.9K	0.03%	161

Other funds holding IWM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Norway Savings Bank's IWM Position: Q4 2021 in Review

Norway Savings Bank sold out of iShares Russell 2000 ETF (IWM) in Q4 2021, closing a stake of 50 shares — an estimated $11K sold.

Norway Savings Bank first reported a position in IWM in Q4 2016 and held it in 20 quarters. The position peaked at $40K in Q4 2017. 2,037 funds tracked by Wall St. Rank hold IWM as of Q4 2021.

Norway Savings Bank reported no remaining iShares Russell 2000 ETF position as of Q4 2021 after selling out during the quarter.
Norway Savings Bank sold 50 iShares Russell 2000 ETF shares in Q4 2021, an estimated $11K.
Norway Savings Bank first reported a position in iShares Russell 2000 ETF in Q4 2016 and held it in 20 quarters.
Norway Savings Bank's iShares Russell 2000 ETF position peaked at $40K in Q4 2017.
2,037 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2021.

Based on Norway Savings Bank's 13F filing for Q4 2021, filed 18 Jan 2022.