Ramiah Investment Group’s iShares Russell 2000 ETF IWM Stock Holding History

Ramiah Investment Group’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 Q3	–	Sell	-4,002	Closed	-$678K	–	58
2022 Q2	$678K	Buy	4,002 +2,403	+150%	+$443K	0.55%	39
2022 Q1	$328K	Sell	1,599 -121,452	-99%	-$24.8M	0.23%	48
2021 Q4	$27.4M	Buy	123,051 +79,210	+181%	+$17.9M	18.47%	3
2021 Q3	$9.59M	Sell	43,841 -15,492	-26%	-$3.43M	6.88%	1
2021 Q2	$13.6M	Sell	59,333 -705	-1%	-$159K	9.74%	1
2021 Q1	$13.3M	Buy	60,038 +54,980	+1,087%	+$12M	9.97%	1
2020 Q4	$992K	Sell	5,058 -1,099	-18%	-$192K	0.83%	24
2020 Q3	$922K	Sell	6,157 -2,230	-27%	-$335K	0.89%	23
2020 Q2	$1.2M	Buy	+8,387	New	+$1.1M	1.27%	18
2020 Q1	–	Sell	-22,655	Closed	-$3.75M	–	80
2019 Q4	$3.75M	Buy	+22,655	New	+$3.58M	3.71%	7

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

Ramiah Investment Group's IWM Position: Q3 2022 in Review

Ramiah Investment Group sold out of iShares Russell 2000 ETF (IWM) in Q3 2022, closing a stake of 4,002 shares — an estimated $678K sold.

Ramiah Investment Group first reported a position in IWM in Q4 2019 and held it in 10 quarters. The position peaked at $27.4M in Q4 2021. 1,854 funds tracked by Wall St. Rank hold IWM as of Q3 2022.

Ramiah Investment Group reported no remaining iShares Russell 2000 ETF position as of Q3 2022 after selling out during the quarter.
Ramiah Investment Group sold 4,002 iShares Russell 2000 ETF shares in Q3 2022, an estimated $678K.
Ramiah Investment Group first reported a position in iShares Russell 2000 ETF in Q4 2019 and held it in 10 quarters.
Ramiah Investment Group's iShares Russell 2000 ETF position peaked at $27.4M in Q4 2021.
1,854 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2022.

Based on Ramiah Investment Group's 13F filing for Q3 2022, filed 10 Feb 2025.