Psagot Value Holdings’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,703
| Closed | -$297K | – | 554 |
|
|
2022
Q4 | $297K | Sell |
1,703
-556
| -25% | -$98.9K | 0.09% | 146 |
|
|
2022
Q3 | $373K | Sell |
2,259
-508
| -18% | -$92.7K | 0.11% | 138 |
|
|
2022
Q2 | $469K | Sell |
2,767
-1,177
| -30% | -$217K | 0.11% | 123 |
|
|
2022
Q1 | $810K | Buy |
3,944
+264
| +7% | +$53.9K | 0.18% | 94 |
|
|
2021
Q4 | $819K | Buy |
3,680
+1,008
| +38% | +$228K | 0.16% | 106 |
|
|
2021
Q3 | $585K | Sell |
2,672
-46,245
| -95% | -$10.3M | 0.1% | 166 |
|
|
2021
Q2 | $11.2M | Sell |
48,917
-12,254
| -20% | -$2.76M | 0.4% | 54 |
|
|
2021
Q1 | $13.5M | Sell |
61,171
-142,304
| -70% | -$31.1M | 0.3% | 85 |
|
|
2020
Q4 | $39.9M | Buy |
203,475
+13,863
| +7% | +$2.43M | 0.92% | 33 |
|
|
2020
Q3 | $28.4M | Sell |
189,612
-105,435
| -36% | -$15.9M | 0.72% | 37 |
|
|
2020
Q2 | $42.2M | Buy |
295,047
+198,093
| +204% | +$26M | 1.18% | 22 |
|
|
2020
Q1 | $11.1M | Sell |
96,954
-104,020
| -52% | -$15.5M | 0.45% | 56 |
|
|
2019
Q4 | $33.3M | Buy |
200,974
+119,694
| +147% | +$18.9M | 1.13% | 19 |
|
|
2019
Q3 | $12.3M | Buy |
81,280
+18,372
| +29% | +$2.81M | 0.5% | 57 |
|
|
2019
Q2 | $9.78M | Sell |
62,908
-2,415
| -4% | -$372K | 0.4% | 66 |
|
|
2019
Q1 | $10M | Sell |
65,323
-12,607
| -16% | -$1.89M | 0.42% | 64 |
|
|
2018
Q4 | $10.4M | Sell |
77,930
-2,450
| -3% | -$366K | 0.48% | 52 |
|
|
2018
Q3 | $13.5M | Sell |
80,380
-158,091
| -66% | -$26.7M | 0.6% | 47 |
|
|
2018
Q2 | $39.1M | Buy |
238,471
+25,649
| +12% | +$4.1M | 1.82% | 16 |
|
|
2018
Q1 | $32.3M | Sell |
212,822
-3,933
| -2% | -$607K | 1.4% | 18 |
|
|
2017
Q4 | $33M | Buy |
216,755
+158,835
| +274% | +$23.9M | 1.44% | 21 |
|
|
2017
Q3 | $8.58M | Buy |
57,920
+1,084
| +2% | +$153K | 0.36% | 52 |
|
|
2017
Q2 | $8.01M | Sell |
56,836
-18,879
| -25% | -$2.61M | 0.34% | 54 |
|
|
2017
Q1 | $10.4M | Sell |
75,715
-51,585
| -41% | -$7.05M | 0.44% | 45 |
|
|
2016
Q4 | $17.2M | Buy |
127,300
+26,049
| +26% | +$3.33M | 0.74% | 38 |
|
|
2016
Q3 | $12.6M | Buy |
101,251
+125
| +0.1% | +$15.2K | 0.53% | 44 |
|
|
2016
Q2 | $11.6M | Buy |
101,126
+7,969
| +9% | +$899K | 0.5% | 40 |
|
|
2016
Q1 | $10.3M | Buy |
93,157
+20,546
| +28% | +$2.13M | 0.43% | 51 |
|
|
2015
Q4 | $8.18M | Sell |
72,611
-70,960
| -49% | -$8.19M | 0.29% | 68 |
|
|
2015
Q3 | $15.7M | Sell |
143,571
-3,693
| -3% | -$438K | 0.57% | 40 |
|
|
2015
Q2 | $18.4M | Sell |
147,264
-48,959
| -25% | -$6.12M | 0.58% | 43 |
|
|
2015
Q1 | $24.4M | Buy |
196,223
+3,018
| +2% | +$364K | 0.77% | 33 |
|
|
2014
Q4 | $23.1M | Buy |
193,205
+7,480
| +4% | +$855K | 0.79% | 36 |
|
|
2014
Q3 | $20.3M | Sell |
185,725
-22,354
| -11% | -$2.56M | 0.68% | 43 |
|
|
2014
Q2 | $24.7M | Buy |
208,079
+17,549
| +9% | +$1.99M | 0.82% | 37 |
|
|
2014
Q1 | $22.2M | Sell |
190,530
-2,196
| -1% | -$253K | 0.75% | 42 |
|
|
2013
Q4 | $22.2M | Buy |
192,726
+21,201
| +12% | +$2.34M | 0.78% | 37 |
|
|
2013
Q3 | $18.3M | Buy |
171,525
+10
| +0% | +$1.03K | 0.69% | 40 |
|
|
2013
Q2 | $16.6M | Buy |
+171,515
| New | +$16.4M | 0.7% | 39 |
|
Other funds holding IWM
Psagot Value Holdings's IWM Position: Q1 2023 in Review
Psagot Value Holdings sold out of iShares Russell 2000 ETF (IWM) in Q1 2023, closing a stake of 1,703 shares — an estimated $297K sold.
Psagot Value Holdings first reported a position in IWM in Q2 2013 and held it in 39 quarters. The position peaked at $42.2M in Q2 2020. 1,903 funds tracked by Wall St. Rank hold IWM as of Q1 2023.
- Psagot Value Holdings reported no remaining iShares Russell 2000 ETF position as of Q1 2023 after selling out during the quarter.
- Psagot Value Holdings sold 1,703 iShares Russell 2000 ETF shares in Q1 2023, an estimated $297K.
- Psagot Value Holdings first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 39 quarters.
- Psagot Value Holdings's iShares Russell 2000 ETF position peaked at $42.2M in Q2 2020.
- 1,903 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2023.
Based on Psagot Value Holdings's 13F filing for Q1 2023, filed 20 Jun 2023.