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SG3 Management’s iShares Russell 2000 ETF IWM Stock Holding History

SG3 Management’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
Q1 		– Sell
-30,000
Closed -$5.23M – 97
2022
Q4 		$5.23M Buy
+30,000
New +$5.34M 0.76% 32
2022
Q2 		– Sell
-115,000
Closed -$23.6M – 608
2022
Q1 		$23.6M Buy
115,000
+45,000
+64% +$9.18M 0.66% 20
2021
Q4 		$15.6M Buy
+70,000
New +$15.8M 0.32% 51
2021
Q1 		– Sell
-190,000
Closed -$37.3M – 1337
2020
Q4 		$37.3M Buy
190,000
+115,000
+153% +$20.1M 0.71% 12
2020
Q3 		$11.2M Buy
+75,000
New +$11.3M 0.42% 58
2017
Q1 		– Sell
-70,000
Closed -$9.44M – 277
2016
Q4 		$9.44M Buy
+70,000
New +$8.95M 1.52% 17

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return