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Ted Buchan & Co’s iShares Russell 2000 ETF IWM Stock Holding History

Ted Buchan & Co’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
-2,547
Closed -$444K – 86
2022
Q4 		$444K Buy
+2,547
New +$453K 0.41% 50

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Ted Buchan & Co's IWM Position: Q1 2023 in Review

Ted Buchan & Co sold out of iShares Russell 2000 ETF (IWM) in Q1 2023, closing a stake of 2,547 shares — an estimated $444K sold.

Ted Buchan & Co first reported a position in IWM in Q4 2022 and held it in 1 quarter. The position peaked at $444K in Q4 2022. 1,903 funds tracked by Wall St. Rank hold IWM as of Q1 2023.

  • Ted Buchan & Co reported no remaining iShares Russell 2000 ETF position as of Q1 2023 after selling out during the quarter.
  • Ted Buchan & Co sold 2,547 iShares Russell 2000 ETF shares in Q1 2023, an estimated $444K.
  • Ted Buchan & Co first reported a position in iShares Russell 2000 ETF in Q4 2022 and held it in 1 quarter.
  • Ted Buchan & Co's iShares Russell 2000 ETF position peaked at $444K in Q4 2022.
  • 1,903 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2023.

Based on Ted Buchan & Co's 13F filing for Q1 2023, filed 6 Sep 2024.