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Southland Equity Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Southland Equity Partners’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
Q2 		– Sell
-1,218
Closed -$250K – 173
2022
Q1 		$250K Sell
1,218
-115
-9% -$23.5K 0.1% 147
2021
Q4 		$297K Buy
+1,333
New +$301K 0.12% 125

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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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Southland Equity Partners's IWM Position: Q2 2022 in Review

Southland Equity Partners sold out of iShares Russell 2000 ETF (IWM) in Q2 2022, closing a stake of 1,218 shares — an estimated $250K sold.

Southland Equity Partners first reported a position in IWM in Q4 2021 and held it in 2 quarters. The position peaked at $297K in Q4 2021. 1,856 funds tracked by Wall St. Rank hold IWM as of Q2 2022.

  • Southland Equity Partners reported no remaining iShares Russell 2000 ETF position as of Q2 2022 after selling out during the quarter.
  • Southland Equity Partners sold 1,218 iShares Russell 2000 ETF shares in Q2 2022, an estimated $250K.
  • Southland Equity Partners first reported a position in iShares Russell 2000 ETF in Q4 2021 and held it in 2 quarters.
  • Southland Equity Partners's iShares Russell 2000 ETF position peaked at $297K in Q4 2021.
  • 1,856 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2022.

Based on Southland Equity Partners's 13F filing for Q2 2022, filed 2 Jan 2024.