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Tatro Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Tatro Capital’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
Q1 		$467K Buy
+2,273
New +$464K 0.35% 47
2020
Q2 		– Sell
-21
Closed -$2K – 62
2020
Q1 		$2K Buy
+21
New +$3.13K ﹤0.01% 56

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tatro Capital's IWM Position: Q1 2022 in Review

Tatro Capital opened a new position in iShares Russell 2000 ETF (IWM) in Q1 2022: 2,273 shares worth $467K. The stake represents 0.35% of the portfolio and ranks #47 among its holdings. This is a return to the name: Tatro Capital previously reported a position in IWM as recently as Q1 2020.

Tatro Capital first reported a position in IWM in Q1 2020 and has held it in 2 quarters since. 1,939 funds tracked by Wall St. Rank hold IWM as of Q1 2022.

  • Tatro Capital held 2,273 shares of iShares Russell 2000 ETF worth $467K as of Q1 2022.
  • iShares Russell 2000 ETF was a new Tatro Capital position in Q1 2022.
  • iShares Russell 2000 ETF made up 0.35% of Tatro Capital's portfolio in Q1 2022, its #47 holding.
  • Tatro Capital first reported a position in iShares Russell 2000 ETF in Q1 2020 and has held it in 2 quarters since.
  • 1,939 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2022.

Based on Tatro Capital's 13F filing for Q1 2022, filed 13 May 2022.