Pathstone Family Office’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
Other funds holding IWM
Pathstone Family Office's IWM Position: Q3 2023 in Review
Pathstone Family Office increased its iShares Russell 2000 ETF (IWM) stake by 404% in Q3 2023, buying an estimated $134M and bringing the position to 893,233 shares worth $158M. The position accounts for 1.2% of the portfolio, ranked #15.
Pathstone Family Office first reported a position in IWM in Q2 2013 and has held it in 25 quarters since. 1,914 funds tracked by Wall St. Rank hold IWM as of Q3 2023.
- Pathstone Family Office held 893,233 shares of iShares Russell 2000 ETF worth $158M as of Q3 2023.
- Pathstone Family Office bought 716,176 iShares Russell 2000 ETF shares in Q3 2023, an estimated $134M.
- iShares Russell 2000 ETF made up 1.2% of Pathstone Family Office's portfolio in Q3 2023, its #15 holding.
- Pathstone Family Office first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 25 quarters since.
- 1,914 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2023.
Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.