Tectonic Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Tectonic 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
2023 Q1	–	Sell	-591	Closed	-$103K	–	249
2022 Q4	$103K	Buy	591 +185	+46%	+$32.9K	0.02%	238
2022 Q3	$67K	Hold	406	–	–	0.01%	194
2022 Q2	$69K	Buy	406 +96	+31%	+$17.7K	0.01%	197
2022 Q1	$64K	Sell	310 -100	-24%	-$20.4K	0.01%	203
2021 Q4	$91K	Buy	410 +100	+32%	+$22.6K	0.02%	193
2021 Q3	$68K	Sell	310 -27	-8%	-$5.99K	0.01%	195
2021 Q2	$77K	Buy	337 +150	+80%	+$33.7K	0.02%	188
2021 Q1	$41K	Hold	187	–	–	0.01%	185
2020 Q4	$37K	Buy	+187	New	+$32.7K	0.01%	175

Other funds holding IWM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Tectonic Advisors's IWM Position: Q1 2023 in Review

Tectonic Advisors sold out of iShares Russell 2000 ETF (IWM) in Q1 2023, closing a stake of 591 shares — an estimated $103K sold.

Tectonic Advisors first reported a position in IWM in Q4 2020 and held it in 9 quarters. The position peaked at $103K in Q4 2022. 1,908 funds tracked by Wall St. Rank hold IWM as of Q1 2023.

Tectonic Advisors reported no remaining iShares Russell 2000 ETF position as of Q1 2023 after selling out during the quarter.
Tectonic Advisors sold 591 iShares Russell 2000 ETF shares in Q1 2023, an estimated $103K.
Tectonic Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and held it in 9 quarters.
Tectonic Advisors's iShares Russell 2000 ETF position peaked at $103K in Q4 2022.
1,908 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2023.

Based on Tectonic Advisors's 13F filing for Q1 2023, filed 26 Apr 2023.