SBB Research Group’s iShares Russell 2000 ETF IWM Stock Holding History

SBB Research 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
2023 Q3	$2.93M	Hold	16,596	–	–	5.23%	5
2023 Q2	$3.11M	Hold	16,596	–	–	5.64%	5
2023 Q1	$2.96M	Hold	16,596	–	–	4.18%	5
2022 Q4	$2.89M	Hold	16,596	–	–	4.18%	6
2022 Q3	$2.74M	Sell	16,596 -270,300	-94%	-$49.3M	3.88%	7
2022 Q2	$48.6M	Buy	286,896 +84,000	+41%	+$15.5M	19.46%	2
2022 Q1	$41.6M	Buy	202,896 +186,300	+1,123%	+$38M	8.99%	5
2021 Q4	$3.69M	Buy	+16,596	New	+$3.75M	0.55%	10

Other funds holding IWM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

SBB Research Group's IWM Position: Q3 2023 in Review

SBB Research Group held its iShares Russell 2000 ETF (IWM) position steady in Q3 2023 at 16,596 shares worth $2.93M. The position accounts for 5.23% of the portfolio, ranked #5.

SBB Research Group first reported a position in IWM in Q4 2021 and has held it in 8 quarters since. The position peaked at $48.6M in Q2 2022. 1,914 funds tracked by Wall St. Rank hold IWM as of Q3 2023.

SBB Research Group held 16,596 shares of iShares Russell 2000 ETF worth $2.93M as of Q3 2023.
SBB Research Group left its iShares Russell 2000 ETF share count unchanged in Q3 2023.
iShares Russell 2000 ETF made up 5.23% of SBB Research Group's portfolio in Q3 2023, its #5 holding.
SBB Research Group first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 8 quarters since.
SBB Research Group's iShares Russell 2000 ETF position peaked at $48.6M in Q2 2022.
1,914 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2023.

Based on SBB Research Group's 13F filing for Q3 2023, filed 13 Nov 2023.