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Peconic Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Peconic Partners’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
2017
Q1 		– Sell
-6,000
Closed -$1.58M – 50
2016
Q4 		$1.58M Buy
+6,000
New +$767K 0.21% 33

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Peconic Partners's IWM Position: Q1 2022 in Review

Peconic Partners sold out of iShares Russell 2000 ETF (IWM) in Q1 2022, closing a stake of 150,000 shares — an estimated $33.4M sold.

Peconic Partners first reported a position in IWM in Q2 2016 and held it in 8 quarters. The position peaked at $199M in Q2 2016. 1,937 funds tracked by Wall St. Rank hold IWM as of Q1 2022.

  • Peconic Partners reported no remaining iShares Russell 2000 ETF position as of Q1 2022 after selling out during the quarter.
  • Peconic Partners sold 150,000 iShares Russell 2000 ETF shares in Q1 2022, an estimated $33.4M.
  • Peconic Partners first reported a position in iShares Russell 2000 ETF in Q2 2016 and held it in 8 quarters.
  • Peconic Partners's iShares Russell 2000 ETF position peaked at $199M in Q2 2016.
  • 1,937 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2022.

Based on Peconic Partners's 13F filing for Q1 2022, filed 16 May 2022.