TRIA
IWM icon

Trail Ridge Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Trail Ridge Investment 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
-1,125
Closed -$210K – 124
2022
Q3 		$210K Sell
1,125
-600
-35% -$109K 0.14% 123
2022
Q2 		$292K Sell
1,725
-2,930
-63% -$540K 0.2% 124
2022
Q1 		$956K Sell
4,655
-445
-9% -$90.8K 0.59% 52
2021
Q4 		$1.13M Buy
+5,100
New +$1.15M 0.68% 48

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
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
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
Jones Financial Companies
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Trail Ridge Investment Advisors's IWM Position: Q4 2022 in Review

Trail Ridge Investment Advisors sold out of iShares Russell 2000 ETF (IWM) in Q4 2022, closing a stake of 1,125 shares — an estimated $210K sold.

Trail Ridge Investment Advisors first reported a position in IWM in Q4 2021 and held it in 4 quarters. The position peaked at $1.13M in Q4 2021. 1,981 funds tracked by Wall St. Rank hold IWM as of Q4 2022.

  • Trail Ridge Investment Advisors reported no remaining iShares Russell 2000 ETF position as of Q4 2022 after selling out during the quarter.
  • Trail Ridge Investment Advisors sold 1,125 iShares Russell 2000 ETF shares in Q4 2022, an estimated $210K.
  • Trail Ridge Investment Advisors first reported a position in iShares Russell 2000 ETF in Q4 2021 and held it in 4 quarters.
  • Trail Ridge Investment Advisors's iShares Russell 2000 ETF position peaked at $1.13M in Q4 2021.
  • 1,981 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2022.

Based on Trail Ridge Investment Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.