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

Taconic 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
2022 Q4	–	Sell	-470,000	Closed	-$77.5M	–	505
2022 Q3	$77.5M	Buy	+470,000	New	+$85.7M	1.88%	13
2022 Q2	–	Sell	-450,000	Closed	-$92.4M	–	717
2022 Q1	$92.4M	Buy	+450,000	New	+$91.8M	2.46%	6
2021 Q4	–	Sell	-550,000	Closed	-$120M	–	584
2021 Q3	$120M	Buy	+550,000	New	+$122M	3.19%	8
2021 Q1	–	Sell	-500,000	Closed	-$98M	–	385
2020 Q4	$98M	Buy	+500,000	New	+$87.5M	4.31%	5
2018 Q4	–	Sell	-650,000	Closed	-$311K	–	59
2018 Q3	$311K	Sell	650,000 -75,000	-10%	-$12.7M	0.03%	42
2018 Q2	$1.1M	Buy	+725,000	New	+$116M	0.07%	37
2015 Q1	–	Sell	-250,000	Closed	-$97K	–	98
2014 Q4	$97K	Buy	+250,000	New	+$28.6M	﹤0.01%	82

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

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

Taconic Capital Advisors's IWM Position: Q4 2022 in Review

Taconic Capital Advisors sold out of iShares Russell 2000 ETF (IWM) in Q4 2022, closing a stake of 7,000 shares — an estimated $1.15M sold.

Taconic Capital Advisors first reported a position in IWM in Q3 2022 and held it in 1 quarter. The position peaked at $1.15M in Q3 2022. 1,981 funds tracked by Wall St. Rank hold IWM as of Q4 2022.

Taconic Capital Advisors reported no remaining iShares Russell 2000 ETF position as of Q4 2022 after selling out during the quarter.
Taconic Capital Advisors sold 7,000 iShares Russell 2000 ETF shares in Q4 2022, an estimated $1.15M.
Taconic Capital Advisors first reported a position in iShares Russell 2000 ETF in Q3 2022 and held it in 1 quarter.
Taconic Capital Advisors's iShares Russell 2000 ETF position peaked at $1.15M in Q3 2022.
1,981 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2022.

Based on Taconic Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.