Resource Management’s iShares Russell 2000 ETF IWM Stock Holding History

Resource 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	$2.75M	Buy	12,369 +701	+6%	+$158K	0.28%	31
2021 Q3	$2.55M	Buy	11,668 +144	+1%	+$31.9K	0.29%	29
2021 Q2	$2.64M	Buy	11,524 +45	+0.4%	+$10.1K	0.3%	28
2021 Q1	$2.54M	Buy	11,479 +249	+2%	+$54.4K	0.31%	29
2020 Q4	$2.2M	Buy	11,230 +280	+3%	+$49K	0.3%	28
2020 Q3	$1.64M	Sell	10,950 -330	-3%	-$49.6K	0.27%	32
2020 Q2	$1.61M	Sell	11,280 -5,090	-31%	-$668K	0.28%	33
2020 Q1	$1.87M	Buy	16,370 +4,729	+41%	+$705K	0.4%	29
2019 Q4	$1.93M	Sell	11,641 -860	-7%	-$136K	0.31%	30
2019 Q3	$1.89M	Buy	12,501 +237	+2%	+$36.2K	0.33%	28
2019 Q2	$1.91M	Buy	12,264 +516	+4%	+$79.5K	0.33%	26
2019 Q1	$1.8M	Sell	11,748 -4,753	-29%	-$714K	0.32%	28
2018 Q4	$2.21M	Buy	16,501 +12,633	+327%	+$1.88M	0.46%	21
2018 Q3	$652K	Sell	3,868 -759	-16%	-$128K	0.12%	65
2018 Q2	$757K	Buy	4,627 +568	+14%	+$90.9K	0.15%	59
2018 Q1	$616K	Buy	4,059 +121	+3%	+$18.7K	0.13%	63
2017 Q4	$585K	Buy	+3,938	New	+$592K	0.12%	68

Other funds holding IWM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Resource Management's IWM Position: Q4 2021 in Review

Resource Management increased its iShares Russell 2000 ETF (IWM) stake by 6% in Q4 2021, buying an estimated $158K and bringing the position to 12,369 shares worth $2.75M. The position accounts for 0.28% of the portfolio, ranked #31.

Resource Management first reported a position in IWM in Q4 2017 and has held it in 17 quarters since. 2,036 funds tracked by Wall St. Rank hold IWM as of Q4 2021.

Resource Management held 12,369 shares of iShares Russell 2000 ETF worth $2.75M as of Q4 2021.
Resource Management bought 701 iShares Russell 2000 ETF shares in Q4 2021, an estimated $158K.
iShares Russell 2000 ETF made up 0.28% of Resource Management's portfolio in Q4 2021, its #31 holding.
Resource Management first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 17 quarters since.
2,036 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.