Phocas Financial Corp’s iShares Russell 2000 ETF IWM Stock Holding History

Phocas Financial Corp’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 Q1	–	Sell	-466	Closed	-$81.3K	–	249
2022 Q4	$81.3K	Buy	+466	New	+$82.9K	0.01%	217
2019 Q2	–	Hold	0	–	–	–	232

Other funds holding IWM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Phocas Financial Corp's IWM Position: Q1 2023 in Review

Phocas Financial Corp sold out of iShares Russell 2000 ETF (IWM) in Q1 2023, closing a stake of 466 shares — an estimated $81.3K sold.

Phocas Financial Corp first reported a position in IWM in Q4 2022 and held it in 1 quarter. The position peaked at $81.3K in Q4 2022. 1,908 funds tracked by Wall St. Rank hold IWM as of Q1 2023.

Phocas Financial Corp reported no remaining iShares Russell 2000 ETF position as of Q1 2023 after selling out during the quarter.
Phocas Financial Corp sold 466 iShares Russell 2000 ETF shares in Q1 2023, an estimated $81.3K.
Phocas Financial Corp first reported a position in iShares Russell 2000 ETF in Q4 2022 and held it in 1 quarter.
Phocas Financial Corp's iShares Russell 2000 ETF position peaked at $81.3K in Q4 2022.
1,908 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2023.

Based on Phocas Financial Corp's 13F filing for Q1 2023, filed 13 Apr 2023.