Stonnington Group’s iShares Russell 2000 ETF IWM Stock Holding History

Stonnington Group’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	$235K	Hold	1,320	–	–	0.06%	217
2022 Q4	$238K	Buy	+1,320	New	+$235K	0.07%	186
2022 Q3	–	Sell	-1,490	Closed	-$262K	–	213
2022 Q2	$262K	Buy	1,490 +350	+31%	+$64.5K	0.07%	189
2022 Q1	$224K	Hold	1,140	–	–	0.05%	218
2021 Q4	$248K	Sell	1,140 -50	-4%	-$11.3K	0.05%	219
2021 Q3	$264K	Buy	1,190 +20	+2%	+$4.43K	0.06%	226
2021 Q2	$259K	Hold	1,170	–	–	0.06%	241
2021 Q1	$248K	Buy	+1,170	New	+$255K	0.06%	225

Other funds holding IWM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Stonnington Group's IWM Position: Q1 2023 in Review

Stonnington Group held its iShares Russell 2000 ETF (IWM) position steady in Q1 2023 at 1,320 shares worth $235K. The position accounts for 0.06% of the portfolio, ranked #217.

Stonnington Group first reported a position in IWM in Q1 2021 and has held it in 8 quarters since. The position peaked at $264K in Q3 2021. 1,903 funds tracked by Wall St. Rank hold IWM as of Q1 2023.

Stonnington Group held 1,320 shares of iShares Russell 2000 ETF worth $235K as of Q1 2023.
Stonnington Group left its iShares Russell 2000 ETF share count unchanged in Q1 2023.
iShares Russell 2000 ETF made up 0.06% of Stonnington Group's portfolio in Q1 2023, its #217 holding.
Stonnington Group first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 8 quarters since.
Stonnington Group's iShares Russell 2000 ETF position peaked at $264K in Q3 2021.
1,903 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2023.

Based on Stonnington Group's 13F filing for Q1 2023, filed 14 Apr 2023.