Sarah T. Connolly’s iShares Russell 2000 ETF IWM Stock Holding History

Sarah T. Connolly’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
2023 Q4	–	Sell	-2,039	Closed	-$360K	–	49
2023 Q3	$360K	Sell	2,039 -70	-3%	-$13.1K	0.24%	72
2023 Q2	$395K	Hold	2,109	–	–	0.24%	76
2023 Q1	$376K	Sell	2,109 -185	-8%	-$34.1K	0.24%	76
2022 Q4	$400K	Buy	2,294 +185	+9%	+$32.9K	0.27%	76
2022 Q3	$348K	Sell	2,109 -185	-8%	-$33.7K	0.26%	80
2022 Q2	$389K	Buy	2,294 +135	+6%	+$24.9K	0.26%	74
2022 Q1	$443K	Hold	2,159	–	–	0.26%	75
2021 Q4	$480K	Sell	2,159 -185	-8%	-$41.8K	0.27%	74
2021 Q3	$513K	Hold	2,344	–	–	0.42%	65
2021 Q2	$537K	Sell	2,344 -15	-0.6%	-$3.37K	0.44%	63
2021 Q1	$522K	Sell	2,359 -100	-4%	-$21.8K	0.46%	62
2020 Q4	$482K	Buy	+2,459	New	+$430K	0.44%	64

Other funds holding IWM

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

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

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

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

Sarah T. Connolly's IWM Position: Q4 2023 in Review

Sarah T. Connolly sold out of iShares Russell 2000 ETF (IWM) in Q4 2023, closing a stake of 2,039 shares — an estimated $360K sold.

Sarah T. Connolly first reported a position in IWM in Q4 2020 and held it in 12 quarters. The position peaked at $537K in Q2 2021. 2,211 funds tracked by Wall St. Rank hold IWM as of Q4 2023.

Sarah T. Connolly reported no remaining iShares Russell 2000 ETF position as of Q4 2023 after selling out during the quarter.
Sarah T. Connolly sold 2,039 iShares Russell 2000 ETF shares in Q4 2023, an estimated $360K.
Sarah T. Connolly first reported a position in iShares Russell 2000 ETF in Q4 2020 and held it in 12 quarters.
Sarah T. Connolly's iShares Russell 2000 ETF position peaked at $537K in Q2 2021.
2,211 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2023.

Based on Sarah T. Connolly's 13F filing for Q4 2023, filed 9 Feb 2024.