Per Stirling Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Per Stirling Capital 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
2023 Q2	–	Sell	-1,291	Closed	-$230K	–	195
2023 Q1	$230K	Hold	1,291	–	–	0.05%	169
2022 Q4	$225K	Buy	+1,291	New	+$230K	0.04%	189

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Per Stirling Capital Management's IWM Position: Q2 2023 in Review

Per Stirling Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2023, closing a stake of 1,291 shares — an estimated $230K sold.

Per Stirling Capital Management first reported a position in IWM in Q4 2022 and held it in 2 quarters. The position peaked at $230K in Q1 2023. 1,959 funds tracked by Wall St. Rank hold IWM as of Q2 2023.

Per Stirling Capital Management reported no remaining iShares Russell 2000 ETF position as of Q2 2023 after selling out during the quarter.
Per Stirling Capital Management sold 1,291 iShares Russell 2000 ETF shares in Q2 2023, an estimated $230K.
Per Stirling Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2022 and held it in 2 quarters.
Per Stirling Capital Management's iShares Russell 2000 ETF position peaked at $230K in Q1 2023.
1,959 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2023.

Based on Per Stirling Capital Management's 13F filing for Q2 2023, filed 11 Aug 2023.