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

Quest 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
2021 Q4	$860K	Buy	3,868 +71	+2%	+$16K	0.15%	94
2021 Q3	$831K	Sell	3,797 -840	-18%	-$186K	0.16%	85
2021 Q2	$1.06M	Buy	4,637 +50	+1%	+$11.2K	0.21%	69
2021 Q1	$1.01M	Sell	4,587 -7,355	-62%	-$1.61M	0.22%	68
2020 Q4	$2.34M	Buy	11,942 +6,599	+124%	+$1.15M	0.55%	22
2020 Q3	$800K	Sell	5,343 -82	-2%	-$12.3K	0.22%	70
2020 Q2	$777K	Sell	5,425 -29	-0.5%	-$3.81K	0.23%	66
2020 Q1	$624K	Sell	5,454 -26	-0.5%	-$3.88K	0.21%	70
2019 Q4	$908K	Sell	5,480 -323	-6%	-$51K	0.22%	66
2019 Q3	$878K	Buy	5,803 +4,508	+348%	+$688K	0.22%	67
2019 Q2	$201K	Buy	+1,295	New	+$200K	0.05%	208

Other funds holding IWM

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Quest Capital Management's IWM Position: Q4 2021 in Review

Quest Capital Management increased its iShares Russell 2000 ETF (IWM) stake by 1.9% in Q4 2021, buying an estimated $16K and bringing the position to 3,868 shares worth $860K. The position accounts for 0.15% of the portfolio, ranked #94.

Quest Capital Management first reported a position in IWM in Q2 2019 and has held it in 11 quarters since. The position peaked at $2.34M in Q4 2020. 2,034 funds tracked by Wall St. Rank hold IWM as of Q4 2021.

Quest Capital Management held 3,868 shares of iShares Russell 2000 ETF worth $860K as of Q4 2021.
Quest Capital Management bought 71 iShares Russell 2000 ETF shares in Q4 2021, an estimated $16K.
iShares Russell 2000 ETF made up 0.15% of Quest Capital Management's portfolio in Q4 2021, its #94 holding.
Quest Capital Management first reported a position in iShares Russell 2000 ETF in Q2 2019 and has held it in 11 quarters since.
Quest Capital Management's iShares Russell 2000 ETF position peaked at $2.34M in Q4 2020.
2,034 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2021.

Based on Quest Capital Management's 13F filing for Q4 2021, filed 31 Jan 2022.