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Sonora Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Sonora Investment 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
2021
Q3 		$447K Hold
2,045
– – 0.06% 137
2021
Q2 		$469K Buy
+2,045
New +$460K 0.06% 132

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sonora Investment Management's IWM Position: Q3 2021 in Review

Sonora Investment Management held its iShares Russell 2000 ETF (IWM) position steady in Q3 2021 at 2,045 shares worth $447K. The position accounts for 0.06% of the portfolio, ranked #137.

Sonora Investment Management first reported a position in IWM in Q2 2021 and has held it in 2 quarters since. The position peaked at $469K in Q2 2021. 1,814 funds tracked by Wall St. Rank hold IWM as of Q3 2021.

  • Sonora Investment Management held 2,045 shares of iShares Russell 2000 ETF worth $447K as of Q3 2021.
  • Sonora Investment Management left its iShares Russell 2000 ETF share count unchanged in Q3 2021.
  • iShares Russell 2000 ETF made up 0.06% of Sonora Investment Management's portfolio in Q3 2021, its #137 holding.
  • Sonora Investment Management first reported a position in iShares Russell 2000 ETF in Q2 2021 and has held it in 2 quarters since.
  • Sonora Investment Management's iShares Russell 2000 ETF position peaked at $469K in Q2 2021.
  • 1,814 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.