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Pekin Hardy Strauss’s iShares Russell 2000 ETF IWM Stock Holding History

Pekin Hardy Strauss’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
-52
Closed -$9K – 327
2022
Q2 		$9K Buy
+52
New +$9.59K ﹤0.01% 322
2021
Q4 		– Sell
-2,722
Closed -$596K – 351
2021
Q3 		$596K Sell
2,722
-98
-3% -$21.7K 0.09% 205
2021
Q2 		$647K Sell
2,820
-325
-10% -$73.1K 0.09% 194
2021
Q1 		$695K Buy
3,145
+1,405
+81% +$307K 0.11% 177
2020
Q4 		$341K Buy
+1,740
New +$304K 0.06% 207

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Pekin Hardy Strauss's IWM Position: Q3 2022 in Review

Pekin Hardy Strauss sold out of iShares Russell 2000 ETF (IWM) in Q3 2022, closing a stake of 52 shares — an estimated $9K sold.

Pekin Hardy Strauss first reported a position in IWM in Q4 2020 and held it in 5 quarters. The position peaked at $695K in Q1 2021. 1,856 funds tracked by Wall St. Rank hold IWM as of Q3 2022.

  • Pekin Hardy Strauss reported no remaining iShares Russell 2000 ETF position as of Q3 2022 after selling out during the quarter.
  • Pekin Hardy Strauss sold 52 iShares Russell 2000 ETF shares in Q3 2022, an estimated $9K.
  • Pekin Hardy Strauss first reported a position in iShares Russell 2000 ETF in Q4 2020 and held it in 5 quarters.
  • Pekin Hardy Strauss's iShares Russell 2000 ETF position peaked at $695K in Q1 2021.
  • 1,856 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2022.

Based on Pekin Hardy Strauss's 13F filing for Q3 2022, filed 9 Nov 2022.