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NuWave Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

NuWave Investment 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
Q3 		– Sell
-164
Closed -$28K – 331
2022
Q2 		$28K Sell
164
-2,328
-93% -$429K 0.04% 236
2022
Q1 		$512K Buy
+2,492
New +$508K 0.69% 44
2021
Q4 		– Sell
-157
Closed -$34K – 361
2021
Q3 		$34K Buy
+157
New +$34.8K 0.04% 256
2021
Q2 		– Sell
-7,097
Closed -$1.57M – 375
2021
Q1 		$1.57M Buy
+7,097
New +$1.55M 1.98% 3
2020
Q4 		– Sell
-11
Closed -$2K – 431
2020
Q3 		$2K Buy
+11
New +$1.66K ﹤0.01% 435
2020
Q2 		– Sell
-676
Closed -$77K – 431
2020
Q1 		$77K Buy
676
+472
+231% +$70.4K 0.17% 116
2019
Q4 		$34K Buy
204
+203
+20,300% +$32.1K 0.03% 273
2019
Q3 		$0 Sell
1
-1,511
-100% -$231K ﹤0.01% 427
2019
Q2 		$235K Sell
1,512
-1,118
-43% -$172K 0.25% 127
2019
Q1 		$403K Buy
2,630
+2,594
+7,206% +$390K 0.47% 73
2018
Q4 		$5K Sell
36
-3,591
-99% -$536K 0.01% 300
2018
Q3 		$612K Buy
3,627
+2,021
+126% +$341K 0.92% 21
2018
Q2 		$263K Buy
+1,606
New +$257K 0.34% 113
2018
Q1 		– Sell
-6,326
Closed -$964K – 295
2017
Q4 		$964K Buy
+6,326
New +$950K 1.13% 13

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jones Financial Companies
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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

NuWave Investment Management's IWM Position: Q3 2022 in Review

NuWave Investment Management sold out of iShares Russell 2000 ETF (IWM) in Q3 2022, closing a stake of 164 shares — an estimated $28K sold.

NuWave Investment Management first reported a position in IWM in Q4 2017 and held it in 14 quarters. The position peaked at $1.57M in Q1 2021. 1,855 funds tracked by Wall St. Rank hold IWM as of Q3 2022.

  • NuWave Investment Management reported no remaining iShares Russell 2000 ETF position as of Q3 2022 after selling out during the quarter.
  • NuWave Investment Management sold 164 iShares Russell 2000 ETF shares in Q3 2022, an estimated $28K.
  • NuWave Investment Management first reported a position in iShares Russell 2000 ETF in Q4 2017 and held it in 14 quarters.
  • NuWave Investment Management's iShares Russell 2000 ETF position peaked at $1.57M in Q1 2021.
  • 1,855 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2022.

Based on NuWave Investment Management's 13F filing for Q3 2022, filed 21 Oct 2022.