SevenBridge Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

SevenBridge Financial 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
2022 Q1	–	Sell	-1,646	Closed	-$366K	–	164
2021 Q4	$366K	Hold	1,646	–	–	0.11%	126
2021 Q3	$360K	Hold	1,646	–	–	0.12%	122
2021 Q2	$378K	Buy	1,646 +89	+6%	+$20K	0.12%	122
2021 Q1	$344K	Hold	1,557	–	–	0.13%	115
2020 Q4	$305K	Sell	1,557 -115	-7%	-$20.1K	0.12%	122
2020 Q3	$250K	Hold	1,672	–	–	0.11%	120
2020 Q2	$239K	Buy	+1,672	New	+$219K	0.12%	122
2020 Q1	–	Sell	-1,672	Closed	-$277K	–	139
2019 Q4	$277K	Hold	1,672	–	–	0.07%	128
2019 Q3	$253K	Hold	1,672	–	–	0.13%	118
2019 Q2	$260K	Buy	1,672 +1,000	+149%	+$154K	0.09%	129
2019 Q1	$103K	Hold	672	–	–	0.04%	177
2018 Q4	$90K	Hold	672	–	–	0.06%	163
2018 Q3	$113K	Hold	672	–	–	0.06%	163
2018 Q2	$110K	Hold	672	–	–	0.06%	173
2018 Q1	$102K	Hold	672	–	–	0.06%	179
2017 Q4	$102K	Buy	672 +115	+21%	+$17.3K	0.06%	184
2017 Q3	$83K	Hold	557	–	–	0.05%	200
2017 Q2	$78K	Buy	557 +7	+1%	+$969	0.05%	209
2017 Q1	$75K	Hold	550	–	–	0.05%	201
2016 Q4	$67K	Hold	550	–	–	0.05%	230
2016 Q3	$67K	Hold	550	–	–	0.05%	227
2016 Q2	$63K	Buy	+550	New	+$62.1K	0.04%	239

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

SevenBridge Financial Group's IWM Position: Q1 2022 in Review

SevenBridge Financial Group sold out of iShares Russell 2000 ETF (IWM) in Q1 2022, closing a stake of 1,646 shares — an estimated $366K sold.

SevenBridge Financial Group first reported a position in IWM in Q2 2016 and held it in 22 quarters. The position peaked at $378K in Q2 2021. 1,940 funds tracked by Wall St. Rank hold IWM as of Q1 2022.

SevenBridge Financial Group reported no remaining iShares Russell 2000 ETF position as of Q1 2022 after selling out during the quarter.
SevenBridge Financial Group sold 1,646 iShares Russell 2000 ETF shares in Q1 2022, an estimated $366K.
SevenBridge Financial Group first reported a position in iShares Russell 2000 ETF in Q2 2016 and held it in 22 quarters.
SevenBridge Financial Group's iShares Russell 2000 ETF position peaked at $378K in Q2 2021.
1,940 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2022.

Based on SevenBridge Financial Group's 13F filing for Q1 2022, filed 15 Apr 2022.