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PYA Waltman Capital’s iShares Russell 2000 ETF IWM Stock Holding History

PYA Waltman Capital’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
Q4 		– Sell
-65
Closed -$11K – 126
2022
Q3 		$11K Hold
65
– – 0.01% 137
2022
Q2 		$11K Hold
65
– – 0.01% 148
2022
Q1 		$13K Hold
65
– – 0.01% 143
2021
Q4 		$14K Buy
+65
New +$14.7K 0.01% 134
2021
Q2 		– Sell
-65
Closed -$14K – 44
2021
Q1 		$14K Buy
+65
New +$14.2K 0.01% 46

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PYA Waltman Capital's IWM Position: Q4 2022 in Review

PYA Waltman Capital sold out of iShares Russell 2000 ETF (IWM) in Q4 2022, closing a stake of 65 shares — an estimated $11K sold.

PYA Waltman Capital first reported a position in IWM in Q1 2021 and held it in 5 quarters. The position peaked at $14K in Q4 2021. 1,986 funds tracked by Wall St. Rank hold IWM as of Q4 2022.

  • PYA Waltman Capital reported no remaining iShares Russell 2000 ETF position as of Q4 2022 after selling out during the quarter.
  • PYA Waltman Capital sold 65 iShares Russell 2000 ETF shares in Q4 2022, an estimated $11K.
  • PYA Waltman Capital first reported a position in iShares Russell 2000 ETF in Q1 2021 and held it in 5 quarters.
  • PYA Waltman Capital's iShares Russell 2000 ETF position peaked at $14K in Q4 2021.
  • 1,986 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2022.

Based on PYA Waltman Capital's 13F filing for Q4 2022, filed 14 Feb 2023.