South Shore Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

South Shore Capital Advisors’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 Q4	–	Sell	-33	Closed	-$7K	–	105
2021 Q3	$7K	Buy	+33	New	+$7.32K	0.01%	93
2021 Q1	–	Sell	-2,600	Closed	-$510K	–	127
2020 Q4	$510K	Buy	+2,600	New	+$455K	0.5%	50

Other funds holding IWM

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

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

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

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

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

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

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

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

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

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

South Shore Capital Advisors's IWM Position: Q4 2021 in Review

South Shore Capital Advisors sold out of iShares Russell 2000 ETF (IWM) in Q4 2021, closing a stake of 33 shares — an estimated $7K sold.

South Shore Capital Advisors first reported a position in IWM in Q4 2020 and held it in 2 quarters. The position peaked at $510K in Q4 2020. 2,037 funds tracked by Wall St. Rank hold IWM as of Q4 2021.

South Shore Capital Advisors reported no remaining iShares Russell 2000 ETF position as of Q4 2021 after selling out during the quarter.
South Shore Capital Advisors sold 33 iShares Russell 2000 ETF shares in Q4 2021, an estimated $7K.
South Shore Capital Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and held it in 2 quarters.
South Shore Capital Advisors's iShares Russell 2000 ETF position peaked at $510K in Q4 2020.
2,037 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2021.

Based on South Shore Capital Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.