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Solidarity Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Solidarity Wealth’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
Q3 		$206K Buy
+1,149
New +$210K 0.12% 111
2022
Q2 		– Sell
-3,101
Closed -$625K – 113
2022
Q1 		$625K Buy
+3,101
New +$633K 0.35% 57

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Solidarity Wealth's IWM Position: Q3 2022 in Review

Solidarity Wealth opened a new position in iShares Russell 2000 ETF (IWM) in Q3 2022: 1,149 shares worth $206K. The stake represents 0.12% of the portfolio and ranks #111 among its holdings. This is a return to the name: Solidarity Wealth previously reported a position in IWM as recently as Q1 2022.

Solidarity Wealth first reported a position in IWM in Q1 2022 and has held it in 2 quarters since. The position peaked at $625K in Q1 2022. 1,855 funds tracked by Wall St. Rank hold IWM as of Q3 2022.

  • Solidarity Wealth held 1,149 shares of iShares Russell 2000 ETF worth $206K as of Q3 2022.
  • iShares Russell 2000 ETF was a new Solidarity Wealth position in Q3 2022.
  • iShares Russell 2000 ETF made up 0.12% of Solidarity Wealth's portfolio in Q3 2022, its #111 holding.
  • Solidarity Wealth first reported a position in iShares Russell 2000 ETF in Q1 2022 and has held it in 2 quarters since.
  • Solidarity Wealth's iShares Russell 2000 ETF position peaked at $625K in Q1 2022.
  • 1,855 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2022.

Based on Solidarity Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.