RK
IWM icon

Rather & Kittrell’s iShares Russell 2000 ETF IWM Stock Holding History

Rather & Kittrell’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
Q1 		– Sell
-50
Closed -$11K – 177
2021
Q4 		$11K Buy
+50
New +$11.3K 0.01% 216

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rather & Kittrell's IWM Position: Q1 2022 in Review

Rather & Kittrell sold out of iShares Russell 2000 ETF (IWM) in Q1 2022, closing a stake of 50 shares — an estimated $11K sold.

Rather & Kittrell first reported a position in IWM in Q4 2021 and held it in 1 quarter. The position peaked at $11K in Q4 2021. 1,937 funds tracked by Wall St. Rank hold IWM as of Q1 2022.

  • Rather & Kittrell reported no remaining iShares Russell 2000 ETF position as of Q1 2022 after selling out during the quarter.
  • Rather & Kittrell sold 50 iShares Russell 2000 ETF shares in Q1 2022, an estimated $11K.
  • Rather & Kittrell first reported a position in iShares Russell 2000 ETF in Q4 2021 and held it in 1 quarter.
  • Rather & Kittrell's iShares Russell 2000 ETF position peaked at $11K in Q4 2021.
  • 1,937 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2022.

Based on Rather & Kittrell's 13F filing for Q1 2022, filed 10 May 2022.