Surevest’s iShares Russell 2000 ETF IWM Stock Holding History

Surevest’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	$300K	Buy	1,817 +996	+121%	+$182K	0.08%	125
2022 Q2	$139K	Buy	821 +647	+372%	+$119K	0.04%	153
2022 Q1	$36K	Sell	174 -180	-51%	-$36.7K	0.01%	203
2021 Q4	$79K	Buy	+354	New	+$80K	0.02%	159
2019 Q1	–	Sell	-2,069	Closed	-$277K	–	136
2018 Q4	$277K	Buy	+2,069	New	+$309K	0.22%	95

Other funds holding IWM

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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 New York $235B AUM 32.99% 1-Year Est. Return

Surevest's IWM Position: Q3 2022 in Review

Surevest increased its iShares Russell 2000 ETF (IWM) stake by 121% in Q3 2022, buying an estimated $182K and bringing the position to 1,817 shares worth $300K. The position accounts for 0.08% of the portfolio, ranked #125.

Surevest first reported a position in IWM in Q4 2018 and has held it in 5 quarters since. 1,854 funds tracked by Wall St. Rank hold IWM as of Q3 2022.

Surevest held 1,817 shares of iShares Russell 2000 ETF worth $300K as of Q3 2022.
Surevest bought 996 iShares Russell 2000 ETF shares in Q3 2022, an estimated $182K.
iShares Russell 2000 ETF made up 0.08% of Surevest's portfolio in Q3 2022, its #125 holding.
Surevest first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 5 quarters since.
1,854 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2022.

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