SBK Financial’s iShares Russell 2000 ETF IWM Stock Holding History

SBK Financial’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	-829	Closed	-$184K	–	95
2021 Q4	$184K	Buy	+829	New	+$187K	0.15%	76

Other funds holding IWM

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

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

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

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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

SBK Financial's IWM Position: Q1 2022 in Review

SBK Financial sold out of iShares Russell 2000 ETF (IWM) in Q1 2022, closing a stake of 829 shares — an estimated $184K sold.

SBK Financial first reported a position in IWM in Q4 2021 and held it in 1 quarter. The position peaked at $184K in Q4 2021. 1,939 funds tracked by Wall St. Rank hold IWM as of Q1 2022.

SBK Financial reported no remaining iShares Russell 2000 ETF position as of Q1 2022 after selling out during the quarter.
SBK Financial sold 829 iShares Russell 2000 ETF shares in Q1 2022, an estimated $184K.
SBK Financial first reported a position in iShares Russell 2000 ETF in Q4 2021 and held it in 1 quarter.
SBK Financial's iShares Russell 2000 ETF position peaked at $184K in Q4 2021.
1,939 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2022.

Based on SBK Financial's 13F filing for Q1 2022, filed 13 May 2022.