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Sargent Bickham Lagudis’s iShares Russell 2000 ETF IWM Stock Holding History

Sargent Bickham Lagudis’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
Q4 		$967K Buy
5,548
+4,369
+371% +$777K 0.08% 133
2022
Q3 		$194K Hold
1,179
– – 0.02% 241
2022
Q2 		$200K Sell
1,179
-347
-23% -$64K 0.02% 252
2022
Q1 		$313K Buy
1,526
+171
+13% +$34.9K 0.02% 209
2021
Q4 		$302K Hold
1,355
– – 0.02% 207
2021
Q3 		$296K Hold
1,355
– – 0.02% 209
2021
Q2 		$311K Sell
1,355
-6
-0.4% -$1.35K 0.03% 208
2021
Q1 		$301K Sell
1,361
-41
-3% -$8.95K 0.03% 196
2020
Q4 		$275K Hold
1,402
– – 0.03% 198
2020
Q3 		$210K Buy
1,402
+21
+2% +$3.16K 0.02% 210
2020
Q2 		$198K Sell
1,381
-783
-36% -$103K 0.02% 206
2020
Q1 		$248K Sell
2,164
-2,827
-57% -$421K 0.03% 184
2019
Q4 		$827K Buy
4,991
+1,978
+66% +$313K 0.09% 120
2019
Q3 		$456K Buy
3,013
+309
+11% +$47.2K 0.06% 138
2019
Q2 		$420K Sell
2,704
-7,398
-73% -$1.14M 0.05% 149
2019
Q1 		$1.55M Buy
10,102
+8,670
+605% +$1.3M 0.18% 102
2018
Q4 		$192K Sell
1,432
-11,392
-89% -$1.7M 0.02% 196
2018
Q3 		$2.16M Sell
12,824
-9,618
-43% -$1.62M 0.26% 83
2018
Q2 		$3.67M Buy
22,442
+21,119
+1,596% +$3.38M 0.46% 55
2018
Q1 		$201K Sell
1,323
-203
-13% -$31.4K 0.03% 205
2017
Q4 		$233K Sell
1,526
-531
-26% -$79.8K 0.03% 199
2017
Q3 		$305K Buy
2,057
+282
+16% +$39.7K 0.04% 174
2017
Q2 		$250K Sell
1,775
-792
-31% -$110K 0.03% 188
2017
Q1 		$353K Hold
2,567
– – 0.05% 162
2016
Q4 		$346K Sell
2,567
-59
-2% -$7.54K 0.05% 152
2016
Q3 		$326K Buy
2,626
+331
+14% +$40.2K 0.05% 160
2016
Q2 		$264K Buy
2,295
+1,073
+88% +$121K 0.04% 176
2016
Q1 		$135K Buy
+1,222
New +$126K 0.02% 247

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sargent Bickham Lagudis's IWM Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its iShares Russell 2000 ETF (IWM) stake by 371% in Q4 2022, buying an estimated $777K and bringing the position to 5,548 shares worth $967K. The position accounts for 0.08% of the portfolio, ranked #133.

Sargent Bickham Lagudis first reported a position in IWM in Q1 2016 and has held it in 28 quarters since. The position peaked at $3.67M in Q2 2018. 1,985 funds tracked by Wall St. Rank hold IWM as of Q4 2022.

  • Sargent Bickham Lagudis held 5,548 shares of iShares Russell 2000 ETF worth $967K as of Q4 2022.
  • Sargent Bickham Lagudis bought 4,369 iShares Russell 2000 ETF shares in Q4 2022, an estimated $777K.
  • iShares Russell 2000 ETF made up 0.08% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #133 holding.
  • Sargent Bickham Lagudis first reported a position in iShares Russell 2000 ETF in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's iShares Russell 2000 ETF position peaked at $3.67M in Q2 2018.
  • 1,985 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.